Top five advice platforms account for 129% of net flows
Quilter leads in advice net sales
Transact
-
-
FE fundinfo rates four platforms platinum for 10 years running
Quilter, Transact, Fidelity Adviser Solutions and abrdn Wrap awarded platinum for 10 years
-
Quilter tops Lang Cat’s advised platform sales chart as industry outflows rise
Total industry outflows up 30.4% year on year
-
Market bounce boosts Transact funds under direction
FUD was up 4% for the quarter but remains below the £54.5bn recorded a year ago
-
Torrid Q3 sends platform investors ‘running for the hills’
Assets continue to slide as net sales hit lows not seen in over a decade
-
Industry mourns Transact co-founder Ian Taylor
He ‘was a true innovator and a giant of the industry’
-
Transact posts ‘resilient’ Q4 results
Number of advisers using the platform jumped 5% in a year
-
BlackRock inks deal to run Transact model portfolios
Marking the first time BlackRock has managed an MPS range on a UK advice platform
-
Transact sees highest ever inflows as investor confidence increases
The platform’s funds under direction hit £46.9bn on the back of strong inflows
-
Transact assets hit £45bn on positive vaccine news and US election
Platform adds £2.9bn of assets in Q4 from positive equity markets
-
Transact parent company drops out of race for Nucleus
Leaving James Hay as the last firm in the running for the London listed platform
-
Why wealth managers are a better play on UK savings market than platforms
Broker deems platform valuations too high but fund managers still see an opportunity to tap into future growth