News

Latest trading statement sees 21% year-on-year AUM rise

Training those from diverse backgrounds and Gen Z

Platform reported record AUM of £70.9bn

Female financial advisers make up just 16% of the total market

Sebastian Maciocia appointed as director of UK wealth management

Three-quarters of advisers will be retiring in the next decade

Gross inflows onto the platform rose by 20% compared to the year before

State pension rise comes at 'considerable cost to today’s workers'

Contemporary and modern advisers can be a ‘pivotal force for change’

Transact parent company IHP reports ‘resilient’ flows for Q4