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Platforms

Decline in face-to-face advice 'has implications' for platforms

Your profession

Decline in face-to-face advice 'has implications' for platforms

The demand for face-to-face advice expected to drop further this year

clock 24 August 2023 • 1 min read
Platforms quizzed by FCA on Consumer Duty preparation

Your profession

Platforms quizzed by FCA on Consumer Duty preparation

30 platforms given days before the Consumer Duty deadline to respond

clock 14 July 2023 • 1 min read
The FCA's questions to investment platforms on their cash margins

Your profession

The FCA's questions to investment platforms on their cash margins

Platforms must respond to the FCA’s letter by 27 July

clock 13 July 2023 • 3 min read
Uptick in adviser demand for fully digitised platforms

Your profession

Uptick in adviser demand for fully digitised platforms

Research shows the largest platforms are the most digitally enabled

clock 06 July 2023 • 2 min read
Platforms are here to stay: Using the right tech for the right problem

Platforms

Platforms are here to stay: Using the right tech for the right problem

'It's knowing how to adapt and thrive that's key.'

clock 03 July 2023 • 4 min read
Quilter cuts platform costs and announces tiered adviser charging

Wrap/platforms

Quilter cuts platform costs and announces tiered adviser charging

Changes take effect from June for new clients and Q3 for existing customers

clock 25 May 2023 • 3 min read
Advised net platform sales up 19% in Q1 but down 49% year-on-year

Wrap/platforms

Advised net platform sales up 19% in Q1 but down 49% year-on-year

Are the stats indicative of green shoots of recovery or false dawn?

clock 24 May 2023 • 2 min read
The adviser as platform debate: Look at the bigger picture

Wrap/platforms

The adviser as platform debate: Look at the bigger picture

The well-trodden debate over the pros and cons rages on

clock 17 May 2023 • 4 min read
Advisers continue shift away from multiple platform use

Wrap/platforms

Advisers continue shift away from multiple platform use

Research finds 58% of advisers use two or three platforms

clock 27 April 2023 • 3 min read
A third of large firms to adopt the adviser-as-platform model

Platforms

A third of large firms to adopt the adviser-as-platform model

As predicted by NextWealth’s The Great Platform Shakeout Report

clock 19 January 2023 • 2 min read
123
Most read
01

Nucleus' long-awaited £242m deal for Curtis Banks completes

26 September 2023 • 1 min read
02

How clients can beat the squeeze with tax-efficient gilts

26 September 2023 • 4 min read
03

Sunak's IHT removal rumour sparks cautious optimism

25 September 2023 • 4 min read
04

IFAs concerned over proposed pension death benefits tax rule changes

26 September 2023 • 2 min read
05

Why it pays to be nimble in the fixed interest market

21 September 2023 • 4 min read
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