Wrap/platforms

Wrap/platforms

Transact has no intention of making another offer to buy Nucleus

Made an offer last year

clock 05 January 2021 • 1 min read

Wrap/platforms

Transact signals acquisition appetite for first time as public company

Annual results

clock 17 December 2020 • 1 min read

Wrap/platforms

AJ Bell wins the big prize at UK Platform Awards 2020

Murphy Wealth takes Leading adviser practice

clock 16 December 2020 • 1 min read

Wrap/platforms

Novia bought by private equity firm AnaCap

Undisclosed fee

clock 15 December 2020 • 1 min read

Wrap/platforms

Clive Stelfox: Who's really driving, the adviser or the platform?

No one likes a backseat driver, writes Clive Stelfox, but all too often in the world of financial planning, this backseat driver is the technology and platform providers, dictating and restricting how an advice firm runs its business and manages its clients...

clock 14 December 2020 • 3 min read

Wrap/platforms

Nucleus completes OpenWealth deal

'Reduce operational friction'

clock 11 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

Adviser scolds Embark over three-month fund delay

‘Computer said no'

clock 08 December 2020 • 3 min read

Wrap/platforms

AJ Bell profits up 29% as D2C platform Youinvest reports 'most successful year in its history'

Covid-19 brings new customers

clock 03 December 2020 • 2 min read

Wrap/platforms

Several bidders eye purchase of Nucleus

Takeover talks confirmed

clock 02 December 2020 • 1 min read