AJ Bell more resilient than rivals as customer numbers and assets climb
Integrafin-owned Transact also takes in record net inflows despite challenging backdrop
Platforms
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Tech issue triggers 10% drop alerts for 1,200 Quilter clients
Quilter Investors’ CEO Steven Levin called on the government to scrap the ‘illogical’ rule last year
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What’s next for investment platforms?
Sale of Praemium to Morningstar ‘an interesting illustration’ of the ‘developmental currents’
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Ex-Baillie Gifford partner leads £3.6m fundraise for DIY platform challenger
Tillit opened its doors to the public last November
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II praised for sticking to its knitting as it outsources buy list research
‘Clearly it makes sense to take that process outside if it’s not a natural part of the business’
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‘Disruption for advisers’: The outlook for platforms in 2022
From M&A to tech integration, investment platform professionals give their views on the year ahead
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Praemium sells UK and international arm to Morningstar for £35m
‘Praemium’s digital-first capabilities will allow us to reduce friction, lower costs, provide more choice, and improve efficiency for advisers’
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AJ Bell appoints CFO as assets hit a record £73bn
Full year results reveal work done to avoid repeat of November 2020 outage
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AJ Bell launches investing app at a third of the price of Hargreaves Lansdown
Dodl will offer new investors access to funds and shares for 0.15%
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D2C platforms hinder shareholder voting with laborious processes
More than 80% of investors want to vote their shares with many interested in ESG issues
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Fixed fees in the spotlight as Abrdn seeks to scupper II listing in £1.5bn bid
‘Any future changes to Interactive Investor’s pricing model would be a blow’
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Platform pricing ‘should not be a race to the bottom’
‘Platforms need to be profitable to be able to continually evolve their propositions’