D2C platforms pick up after tough year
Though total assets were down 9% on Q4 2021
AJ Bell
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Inflows boost AJ Bell Investments as group AUA dips
‘Net flows and new customer wins have slowed year-on-year as expected’ say Jefferies analysts
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FTSE 100 pay-outs set to hit record high in 2023
According to AJ Bell’s Q4 2022 ‘Dividend Dashboard’ report
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Have passives become passé?
Is recent slowdown in demand for tracker funds part of the usual ebb and flow or does it signal a more permanent shift?
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Torrid Q3 sends platform investors ‘running for the hills’
Assets continue to slide as net sales hit lows not seen in over a decade
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MGIM bolsters business development team
They join from Hargreaves Lansdown and AJ Bell
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Net inflows onto AJ Bell’s platform plunge 17%
But the investment arm sees AUM jump more than a quarter
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AJ Bell inks £150,000 consultancy agreement with ex-CEO Andy Bell
He will work for the platform at least 48 days a year
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Helena Morrissey to step down as AJ Bell chair
Her departure comes after FCA governance concerns stopped outgoing CEO Andy Bell from joining the board
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Brewin Dolphin and AJ Bell assets tumble in tough Q3
FUM slumps 8% at Brewin Dolphin ahead of acquisition by RBC
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AJ Bell promotes Ryan Hughes to head of investment partnerships
With Avellemy’s Alena Kosava taking up his former role of head of investment research
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AJ Bell head of investment management exits
Matthew Brennan had been with the FTSE 250 platform since 2017