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Platforms

Platform due diligence: A comprehensive approach

Wrap/platforms

Platform due diligence: A comprehensive approach

Due diligence is more than best practice it is ‘fundamental'

clock 18 November 2024 • 4 min read
Adviser platform net sales hit £3.1bn despite spike in lump sum withdrawals

Wrap/platforms

Adviser platform net sales hit £3.1bn despite spike in lump sum withdrawals

Assets rose to £683bn in best third quarter in three years

clock 15 November 2024 • 4 min read
Close Brothers partners with technology firm SEI for platform offering

Technology

Close Brothers partners with technology firm SEI for platform offering

Several CBAM employees to join SEI’s operations as part of agreement

clock 07 November 2024 • 1 min read
Platforms and MPS providers 'do want to raise standards'

DFM & Model Portfolios

Platforms and MPS providers 'do want to raise standards'

Need to be ‘mindful of putting the client first’

clock 05 November 2024 • 3 min read
Warnings of platform 'crunch' as MPS usage increases

DFM & Model Portfolios

Warnings of platform 'crunch' as MPS usage increases

‘This is something that the regulator should be looking at more’

clock 25 October 2024 • 2 min read
Wealthtime to unite platforms under one brand for advisers

Your profession

Wealthtime to unite platforms under one brand for advisers

Advisers and platform users are expected to benefit from improvements

clock 23 October 2024 • 2 min read
Wesleyan looks to grow platform presence

Your profession

Wesleyan looks to grow platform presence

Product director on a journey to ‘modernise’ With Profits Funds

clock 30 August 2024 • 2 min read
Schroders UK Platform Awards: Platform of the Year 2024 finalists revealed!

Wrap/platforms

Schroders UK Platform Awards: Platform of the Year 2024 finalists revealed!

Winner to be announced on 24 September at the London Hilton Park Lane

clock 08 August 2024 • 1 min read
7IM platform upgrade adds flexible fee structure

Your profession

7IM platform upgrade adds flexible fee structure

Upgrade said to open up advice to ‘new cohort’

clock 23 July 2024 • 2 min read
Unbiased increases subscription fees due to rising costs

Platforms

Unbiased increases subscription fees due to rising costs

Platform has increased subscription fees by 7.5%

clock 18 July 2024 • 1 min read
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