First Wealth unveils hybrid advice platform
To help IFAs engage with clients and build relationships with the next generation
Platforms
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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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Parmenion adds five Brooks Macdonald MPS ranges to its platform
The move is the latest in the adviser platform’s ‘ambitious growth strategy’
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Magnus Carlsson joins Multrees board
He has worked at Bank of Nova Scotia, and as deputy president and CEO of Swiss bank SEB
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BlackRock inks deal to run Transact model portfolios
Marking the first time BlackRock has managed an MPS range on a UK advice platform
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Platform assets plunge as UK teeters towards recession
Providers set to move ‘into markets they’ve not been in before to help alleviate the pressure’
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Tilney S&W emphasises digital and human touch with Bestinvest relaunch
DIY investors will have free access to investment ‘coaches’ who are ringfenced from its army of advisers
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AJ Bell more resilient than rivals as customer numbers and assets climb
Integrafin-owned Transact also takes in record net inflows despite challenging backdrop
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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’
