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Platforms

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

Wrap/platforms

FCA warning: 'Letter timely reminder of importance of platform models'

'Dear CEO' letter

clock 27 July 2021 • 3 min read

Featured

Andy Boniface: Platforms 'falling short' on pensions freedom promise

Advised platforms risk losing assets over a lack of pension income options, writes Andy Boniface

clock 08 July 2021 • 6 min read

Your profession

Half of larger advice firms plan to launch in-house white label platform

But 76% have no plans

clock 25 May 2021 • 1 min read
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