Platforms
Challenging market sees AJ Bell AUA dip
But customer numbers continue their upward trajectory
AJ Bell low-cost investment app goes live
Firm has ‘focused on removing jargon, making it quick and easy to open an account’
UK trade body calls for pensions dashboard ‘grace period’
April 2023 deadline does not give providers enough time to live test
Tech issue triggers 10% drop alerts for 1,200 Quilter clients
Quilter Investors’ CEO Steven Levin called on the government to scrap the ‘illogical’ rule last year
Time Investments rolls out IHT hub for advisers
Wealth transfer presents a ‘unique opportunity’ for financial planners
