Wrap/platforms

Insurance to cover £10.5m compensation provision

Latest VCT option comes after Octopus Apollo addition

Advisers need to work on deeper relationships with clients’ children

Ongoing adviser charging review to start shortly after FCA talks

PA talks to industry experts on the future of adviser-owned platforms

Shrinking personal allowances dragging more investors into CGT net

Quilter remains in second place followed by AJ Bell and Transact

Platform technology provider gross revenues up 7.4% in first half

'There are firms that are trying to buck the trend'

Record outflows plague advised platforms in 2023