Wrap/platforms

Wrap/platforms

Kevin Okell: Will the platform industry miss its conversion kick after 1 February?

Simplification of transfers

clock 28 January 2021 • 2 min read

Wrap/platforms

Nucleus takes institutional approach with low-cost MPS launch

'Better value for money'

clock 21 January 2021 • 2 min read

Wrap/platforms

AJ Bell platform AUA top £55bn in last quarter

Inflows increased 67% in the quarter

clock 21 January 2021 • 2 min read

Wrap/platforms

Quilter sets date for final OMW platform migration

Starting next month

clock 07 January 2021 • 1 min read

Tax planning

Ray Tubman: Using enhanced tech to keep CGT under control

Platform tools fall short

clock 06 January 2021 • 3 min read

Wrap/platforms

Transact has no intention of making another offer to buy Nucleus

Made an offer last year

clock 05 January 2021 • 1 min read

Wrap/platforms

Transact signals acquisition appetite for first time as public company

Annual results

clock 17 December 2020 • 1 min read

Wrap/platforms

AJ Bell wins the big prize at UK Platform Awards 2020

Murphy Wealth takes Leading adviser practice

clock 16 December 2020 • 1 min read

Wrap/platforms

Novia bought by private equity firm AnaCap

Undisclosed fee

clock 15 December 2020 • 1 min read

Wrap/platforms

Clive Stelfox: Who's really driving, the adviser or the platform?

No one likes a backseat driver, writes Clive Stelfox, but all too often in the world of financial planning, this backseat driver is the technology and platform providers, dictating and restricting how an advice firm runs its business and manages its clients...

clock 14 December 2020 • 3 min read