Ian Taylor bids farewell to Transact after more than two decades
Platform co-founder will retire from financial services in winter
Platform co-founder will retire from financial services in winter
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But FTSE 250 platform sustains 8% hit to AUA
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‘2019 will be one of the worst years on record’
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Market growth during latest quarter boosted platform’s funds under direction
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Interim chairman Christopher Munro to step back later this year
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Client portals an ‘easy win’ for platforms to curry favour with advisers
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Diversified funds under direction provide protection for the adviser platform
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Q3 updates deemed rosier than the latest figures from HL
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Recently-listed Integrafin announces two appointments
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Integrafin chairman Patrick Snowball has stepped down from the Transact parent to join Provident Financial.
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Transact’s total funds hit £32bn over its third quarter reporting period despite seeing higher outflows.
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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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