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Platforms

'Dinosaurs go extinct': Former Progeny CTO warns platforms must evolve or die

Your profession

'Dinosaurs go extinct': Former Progeny CTO warns platforms must evolve or die

Tim Thompson Rye warns advice platforms must embrace digital transformation

clock 31 January 2025 • 2 min read
Half of advisers worry a platform could fail in next three years

Platforms

Half of advisers worry a platform could fail in next three years

Seek for reassurance about the platform market

clock 06 December 2024 • 2 min read
Platform service worsens as cost of living spurs clients to move assets

Your profession

Platform service worsens as cost of living spurs clients to move assets

'People are needing cash more than ever right now'

clock 28 November 2024 • 2 min read
Platform due diligence: A comprehensive approach

Wrap/platforms

Platform due diligence: A comprehensive approach

Due diligence is more than best practice it is ‘fundamental'

clock 18 November 2024 • 4 min read
Adviser platform net sales hit £3.1bn despite spike in lump sum withdrawals

Wrap/platforms

Adviser platform net sales hit £3.1bn despite spike in lump sum withdrawals

Assets rose to £683bn in best third quarter in three years

clock 15 November 2024 • 4 min read
Close Brothers partners with technology firm SEI for platform offering

Technology

Close Brothers partners with technology firm SEI for platform offering

Several CBAM employees to join SEI’s operations as part of agreement

clock 07 November 2024 • 1 min read
Platforms and MPS providers 'do want to raise standards'

DFM & Model Portfolios

Platforms and MPS providers 'do want to raise standards'

Need to be ‘mindful of putting the client first’

clock 05 November 2024 • 3 min read
Warnings of platform 'crunch' as MPS usage increases

DFM & Model Portfolios

Warnings of platform 'crunch' as MPS usage increases

‘This is something that the regulator should be looking at more’

clock 25 October 2024 • 2 min read
Wealthtime to unite platforms under one brand for advisers

Your profession

Wealthtime to unite platforms under one brand for advisers

Advisers and platform users are expected to benefit from improvements

clock 23 October 2024 • 2 min read
Wesleyan looks to grow platform presence

Your profession

Wesleyan looks to grow platform presence

Product director on a journey to ‘modernise’ With Profits Funds

clock 30 August 2024 • 2 min read
123
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01

Brooks Macdonald completes Lift buy

03 February 2025 • 2 min read
02

Titan Wealth eyes Norwich-based IFA Finance Shop

31 January 2025 • 2 min read
03

Why the Lifetime ISA should not be scrapped

03 February 2025 • 4 min read
04

Advice firm Almond Financial moves to four-day working week

31 January 2025 • 2 min read
05

Investment fraudster Guy Flintham faced with £6m confiscation order

31 January 2025 • 2 min read
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