Hargreaves set to dominate flows tables in worst quarter since RDR
‘2019 will be one of the worst years on record’
Transact
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Transact assets break £36bn despite weaker flows
Market growth during latest quarter boosted platform’s funds under direction
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Transact parent takes on lawyer as chairman
Interim chairman Christopher Munro to step back later this year
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Nucleus launches portal as investors seek direct access to portfolios
Client portals an ‘easy win’ for platforms to curry favour with advisers
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Transact assets grow 15% against uncertain backdrop
Diversified funds under direction provide protection for the adviser platform
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SJP and Transact outflank Hargreaves Lansdown
Q3 updates deemed rosier than the latest figures from HL
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Transact parent nabs investment trust specialist
Recently-listed Integrafin announces two appointments
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Provident nabs Transact chairman as profits slump
Integrafin chairman Patrick Snowball has stepped down from the Transact parent to join Provident Financial.
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Transact funds hit £32bn as outflows pick up
Transact’s total funds hit £32bn over its third quarter reporting period despite seeing higher outflows.
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Nucleus confirms plans to pursue Aim-listing
Platform provider Nucleus confirmed on Monday it is pursuing a listing on the alternative investment market (Aim) with trading to commence in late July.
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Transact FTSE 250 entry leads the way for platform IPOs
The entry of Transact parent Integrafin into the FTSE 250 index has been described as good news for rival platforms and wealth managers considering a listing.
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What do IPOs mean for the future of platforms?
Platforms’ business models are an important consideration under financial adviser due diligence so what do a recent spate of IPOs and planned listings from Transact, AJ Bell and Nucleus mean for the nascent market?