Platforms

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
Parmenion MPS solution goes live for platform member usage

Platforms

Parmenion MPS solution goes live for platform member usage

Advisory Models PRO tool focuses on meeting Consumer Duty outcomes

clock 14 December 2022 • 1 min read
Novia's platform cuts 'part of activities to recalibrate the business'

Platforms

Novia's platform cuts 'part of activities to recalibrate the business'

Novia’s CCO weighs in on recent price cuts and the platform’s future

clock 24 November 2022 • 3 min read
Novia Financial to cut platform charges from January

Platforms

Novia Financial to cut platform charges from January

‘Share the benefit of our increased scale by reducing our standard platform charge’

clock 21 November 2022 • 2 min read
Consumer Duty rules drive advice firms to run their own platforms

Platforms

Consumer Duty rules drive advice firms to run their own platforms

Investment platforms integral to professional advice, experts say

clock 16 November 2022 • 5 min read
David Tiller: Consumer Duty evidencing foreseeable harm 'a challenge' for platform tech upgrades

Regulation

David Tiller: Consumer Duty evidencing foreseeable harm 'a challenge' for platform tech upgrades

Cross-cutting rule

clock 12 August 2022 • 4 min read
Both total and advised platform assets decreased in Q1 2022 - the lang cat

Your Business

Both total and advised platform assets decreased in Q1 2022 - the lang cat

‘Likely to be a tough autumn’

clock 11 May 2022 • 4 min read
How PROD impacts adviser firms' platform selections

Your Business

How PROD impacts adviser firms' platform selections

'You need to take PROD seriously'

clock 11 January 2022 • 8 min read
More advisers use multiple platforms as 'digital-first shift' continues

Wrap/platforms

More advisers use multiple platforms as 'digital-first shift' continues

Asked 661 advisers

clock 01 September 2021 • 2 min read

Platforms

'Only a matter of time': Industry reacts to Lloyds £390m Embark deal

'M&A space certainly shows no sign of letting up yet'

clock 29 July 2021 • 3 min read
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Kerry Nelson firms sell for £500,000 after battle between 38 bidders

30 March 2023 • 2 min read
02

FCA hints at potential Sustainablity Disclosure Requirements delay

29 March 2023 • 2 min read
03

Business optimism? A look at the challenges concerning advisers

29 March 2023 • 1 min read
04

Foster Denovo parent secures £800m in assets via internal acquisitions

30 March 2023 • 1 min read
05

Advisers and platforms should not ignore Mrs Miggins on value

29 March 2023 • 4 min read