Quilter boosted by spike in adviser flows to platform
Jump of 44% on the inflows through the same route a year ago
Platforms
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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?
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AJ Bell increases cash interest rates after FCA platform warning
Will also cut trading fees
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AJ Bell profits surge as it adds 50,000 new customers
Assets under administration (AUA) climbed 11% to £70.9bn
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Marlborough rebrands to bring all units under one banner
Three businesses folded into one brand
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Evelyn Partners books net flows of £545m as assets hit £55.6bn
Gross inflows were up 38% to £1.8bn
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Hargreaves Lansdown assets edge up to £134.8bn
The firm booked new business of £600m in first quarter
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AJ Bell books £4.2bn inflow to bring total assets to £71bn
Customer numbers increased by 50,880 to 476,532
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Hargreaves Lansdown profits and AUM rise as new CEO settles in
Net new business fell to £4.8bn from £5.5bn
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Numis: AI frenzy ‘subsides’ as retail investors flock to ‘usual suspect’ investment trusts in August
Scottish Mortgage, City of London and F&C dominate platform buylists
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Quilter Cheviot’s MPS available on three additional platforms
Taking the total number of adviser platforms using the MPS to 15
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Advised platform net sales hit all-time low
As outflows rise to their highest quarterly level