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Platforms

Transact records £1.1bn in new business flows in the six months to March

Platforms

Transact records £1.1bn in new business flows in the six months to March

The total number of platform registered advisers has reached 7,849

clock 22 May 2024 • 1 min read
Rosemount partners with Scottish Widows for platform access

Platforms

Rosemount partners with Scottish Widows for platform access

Rosemount’s advisers will gain access to the Scottish Widows platform

clock 21 May 2024 • 1 min read
Parmenion introduces tiered adviser charging on its platform

Platforms

Parmenion introduces tiered adviser charging on its platform

To support evolving business models in advice businesses

clock 21 May 2024 • 1 min read
Abrdn reduces platform fees and simplifies charging structure

Platforms

Abrdn reduces platform fees and simplifies charging structure

Comes after its platform overhaul last year to better serve advisers

clock 20 May 2024 • 1 min read
Timeline unveils adviser platform to create an 'integrated ecosystem'

Platforms

Timeline unveils adviser platform to create an 'integrated ecosystem'

CEO Abraham Okusanya revealed the launch at its Adviser 3.0 conference

clock 16 May 2024 • 2 min read
Parmenion CEO: 'Adviser platform sentiment is going backwards'

Platforms

Parmenion CEO: 'Adviser platform sentiment is going backwards'

‘All platforms claim that they can solve a problem’

clock 16 May 2024 • 2 min read
PA360: Do platforms have to work to keep themselves 'interesting'?

Platforms

PA360: Do platforms have to work to keep themselves 'interesting'?

Specialists from across the industry debate platforms’ future purpose

clock 25 April 2024 • 1 min read
Wealthtime adopts letter of authority tech onto platform

Platforms

Wealthtime adopts letter of authority tech onto platform

Has embedded Origo’s Unipass Letter of Authority as part of ‘efficiency drive’

clock 22 April 2024 • 1 min read
Third Financial commits to HNW market in latest platform signing

Platforms

Third Financial commits to HNW market in latest platform signing

Discretionary wealth firm Mountstone Partners has joined the platform

clock 15 April 2024 • 1 min read
AJ Bell cuts platform fees in bid to enhance competitiveness

Platforms

AJ Bell cuts platform fees in bid to enhance competitiveness

Includes changes to the platform's annual custody charges

clock 05 April 2024 • 2 min read
123
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Investment trusts: What the Saba saga means for advisers

03 February 2025 • 4 min read
02

'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
03

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Saba CEO lambasts investment trust 'UK boys club' ahead of crunch votes

03 February 2025 • 4 min read
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