Quilter cuts fees and unveils tiered adviser structure
The company also makes changes to cash management
Platforms
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Nucleus swings to a profit despite AUA fall
As acquisition of Curtis Banks nears completion
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Should advice firms set up in-house investment platforms?
Developing and maintaining one can be ‘expensive’
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Money market funds grow 306% at Interactive Investor
The platform has seen a deluge of cash enter the investment vehicles
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Novia Financial co-founder sets up advice company
It will target ‘lower-value’ clients with less complex needs
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Platforms may struggle into 2024, says Fundscape CEO
As the research house finds only four platforms grew their assets in 2022
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Assetco targets US distribution and beyond
Asset manager has partnered with Investcloud to take it products and strategies global
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‘Extremely difficult’ DIY platforms ‘refuse to deal’ with advisers
As do-it-yourself investment accounts hit all time high of nearly 10 million
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Exo Investing to shutter its UK operations
Six months after Abrdn pulled out of buying the platform, instead opting to invest in parent company Nucoro
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Peel Hunt and Hargreaves enter platform partnership
Rex, to be rebranded as Retailbook, enables retail investors to carry out capital market transactions
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D2C platforms pick up after tough year
Though total assets were down 9% on Q4 2021
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M&G teams up with Moneyfarm to launch investment app
To target a ‘new generation of savers’