Platforms

Steven Levin

Companies | 24 Jan 24

Quilter boosted by spike in adviser flows to platform

Jump of 44% on the inflows through the same route a year ago

Little boy covering his ears while his brother is yelling on him with megaphone.

Industry | 22 Jan 24

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?

Michael Summersgill

Companies | 18 Jan 24

AJ Bell advised customers reach 161,000 as assets jump to £76.2bn

Total customers rose 12% in the year to reach 484,000

Chris Hill

Companies | 10 Jan 24

Quilter appoints ex-Hargreaves Lansdown CEO to board

Chris Hill will take up an NED role on 7 March

Speech bubble in front of colored background with Disclosure text.

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’