II rolls out subscription service for investors with less than £30k
Customers using its ‘Essentials’ package will pay £4.99 a month
Platforms
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Receding inflows slow Quilter’s recovery
AUMA grew 3% in Q4 2022 but was down significantly from the start of the year
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Hargreaves launches online voting service
Amid growing numbers of investors making sure their voices are being heard
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Market bounce boosts Transact funds under direction
FUD was up 4% for the quarter but remains below the £54.5bn recorded a year ago
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Fidelity platform freezes Jupiter Mid Cap fund access
The struggling strategy is down nearly 40% over the last 12 months
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First Wealth unveils hybrid advice platform
To help IFAs engage with clients and build relationships with the next generation
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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