Platforms
Trading tantrums: Should DIY platforms stop treating investors like children?
In restricting access to certain funds and trusts, are platforms making an assumption that DIY investors are incapable of grown-up value assessments?
AJ Bell advised customers reach 161,000 as assets jump to £76.2bn
Total customers rose 12% in the year to reach 484,000
Quilter appoints ex-Hargreaves Lansdown CEO to board
Chris Hill will take up an NED role on 7 March
Best Practice | 2 Jan 24
One third of platforms and advisory groups ‘would fail’ SDR entity-level disclosure requirements
‘No time to waste in setting targets and collecting reliable emissions data’
Defaqto launches Consumer Duty profiles for 20 MPS portfolios
Now available in Defaqto Engage and Centra software