Platforms

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’

ab a b split testing concept with two business men compare test result between 2 page of website design comparison - vector illustration

Companies | 19 Dec 23

Defaqto launches Consumer Duty profiles for 20 MPS portfolios

Now available in Defaqto Engage and Centra software