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Quilter

Quilter upgraded to 'neutral' thanks to adviser headcount rise

Your profession

Quilter upgraded to 'neutral' thanks to adviser headcount rise

Quilter's turnaround pushes analysts' expectations for the firm

clock 09 August 2023 • 1 min read
Mixed results for Quilter as it ploughs forward with new offering

Your profession

Mixed results for Quilter as it ploughs forward with new offering

The firm recorded a net inflows dip across the business in latest results

clock 08 August 2023 • 1 min read
Quilter developing 'franchise-style' adviser proposition

Your Business

Quilter developing 'franchise-style' adviser proposition

Quilter Partners will complement existing offerings

clock 08 August 2023 • 1 min read
Fiscal drag means 'record number' of people now pay CGT

Tax planning

Fiscal drag means 'record number' of people now pay CGT

More people paid CGT in 2021/22 than ever before

clock 03 August 2023 • 2 min read
Vulnerable clients the focus of new Quilter adviser offering

Consumer Duty

Vulnerable clients the focus of new Quilter adviser offering

Offering comes as the FCA’s Consumer Duty deadline approaches

clock 18 July 2023 • 1 min read
The human firewall: Five AI scams advisers should be aware of

Technology

The human firewall: Five AI scams advisers should be aware of

Countermeasures to prevent falling prey to these cyberattacks

clock 28 June 2023 • 4 min read
'Model behaviour' sees Quilter avoid penalty for Lighthouse/British Steel

Pensions

'Model behaviour' sees Quilter avoid penalty for Lighthouse/British Steel

Comes after Lighthouse Advisory Services was censured last month

clock 01 June 2023 • 2 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
How to avoid trust registration delays and support trustee clients

Tax planning

How to avoid trust registration delays and support trustee clients

Trusts provide a uniquely flexible way of planning

clock 19 May 2023 • 5 min read
FCA censures Lighthouse after British Steel 'serious failings'

Regulation

FCA censures Lighthouse after British Steel 'serious failings'

Quilter-owned firm has paid out £23m in redress

clock 15 May 2023 • 2 min read
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