Platforms

Your profession

Private equity will continue snapping up investment platforms - Cerulli

PE ownership up 13 percentage points

clock 10 May 2021 • 2 min read

Wrap/platforms

Jack Berrisford: Platform pandemic performance tests resilience

Logistical challenges

clock 06 May 2021 • 4 min read

Platforms

Transact and Aviva top 2020 adviser platform net sales charts - Fundscape

For 2020

clock 10 March 2021 • 1 min read

Wrap/platforms

Kevin Okell: Does the platform market need its own Pickfords?

Migration woes

clock 25 February 2021 • 4 min read

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

AJ Bell platform AUA top £55bn in last quarter

Inflows increased 67% in the quarter

clock 21 January 2021 • 2 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

Novia bought by private equity firm AnaCap

Undisclosed fee

clock 15 December 2020 • 1 min read

Wrap/platforms

FinalytiQ platform report: Aegon & FundsNetwork top for AUA but bottom on financial performance

For 2019

clock 09 December 2020 • 2 min read

Wrap/platforms

Standard Life in process of 'modernising infrastructure' but rules out platform merger

Despite rumours

clock 18 November 2020 • 1 min read