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Platforms

Quilter cuts platform costs and announces tiered adviser charging

Wrap/platforms

Quilter cuts platform costs and announces tiered adviser charging

Changes take effect from June for new clients and Q3 for existing customers

clock 25 May 2023 • 3 min read
Advised net platform sales up 19% in Q1 but down 49% year-on-year

Wrap/platforms

Advised net platform sales up 19% in Q1 but down 49% year-on-year

Are the stats indicative of green shoots of recovery or false dawn?

clock 24 May 2023 • 2 min read
The adviser as platform debate: Look at the bigger picture

Wrap/platforms

The adviser as platform debate: Look at the bigger picture

The well-trodden debate over the pros and cons rages on

clock 17 May 2023 • 4 min read
Advisers continue shift away from multiple platform use

Wrap/platforms

Advisers continue shift away from multiple platform use

Research finds 58% of advisers use two or three platforms

clock 27 April 2023 • 3 min read
A third of large firms to adopt the adviser-as-platform model

Platforms

A third of large firms to adopt the adviser-as-platform model

As predicted by NextWealth’s The Great Platform Shakeout Report

clock 19 January 2023 • 2 min read
Parmenion MPS solution goes live for platform member usage

Platforms

Parmenion MPS solution goes live for platform member usage

Advisory Models PRO tool focuses on meeting Consumer Duty outcomes

clock 14 December 2022 • 1 min read
Novia's platform cuts 'part of activities to recalibrate the business'

Platforms

Novia's platform cuts 'part of activities to recalibrate the business'

Novia’s CCO weighs in on recent price cuts and the platform’s future

clock 24 November 2022 • 3 min read
Novia Financial to cut platform charges from January

Platforms

Novia Financial to cut platform charges from January

‘Share the benefit of our increased scale by reducing our standard platform charge’

clock 21 November 2022 • 2 min read
Consumer Duty rules drive advice firms to run their own platforms

Platforms

Consumer Duty rules drive advice firms to run their own platforms

Investment platforms integral to professional advice, experts say

clock 16 November 2022 • 5 min read
David Tiller: Consumer Duty evidencing foreseeable harm 'a challenge' for platform tech upgrades

Regulation

David Tiller: Consumer Duty evidencing foreseeable harm 'a challenge' for platform tech upgrades

Cross-cutting rule

clock 12 August 2022 • 4 min read
456
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'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
02

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
03

Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
04

FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

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

03 February 2025 • 1 min read
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