Platforms
Nucleus AUA up £1bn in 2019
Following year of 'substantial investment'
Parmenion hires Mark Steers as chief distribution officer
Newly created position
interactive investor completes acquisition of Alliance Trust Savings
Combined £36bn AUA
7IM cuts platform fees for high-net-worth investors
On investments above £2m
'Ensuring healthy competition in the sector': Industry welcomes FCA's Platform Market study
Consultation paper published today
Quilter reports 38% drop in flows; Unveils plans to improve margins and transform UK platform
'Optimisation' plans to reduce costs
David Ferguson: Five key trends facing the UK platform market in 2019
Who pays for platforms?
Witan chooses Hargreaves Lansdown to take on savings schemes
'Increasing range of platforms'
Heartwood IM unveils 'first-of-a-kind' digital disclosures overhaul
New reporting platform for third-party IFA and direct clients
Interactive Investor launches Super 60 range
OEICs, trusts and ETFs
Alliance Trust Savings sold to Interactive Investor for £40m
Create platform with £35bn AUA
Revealed: The shortlists for the UK Platform Awards 2018
Including 'Leading Adviser' categories
Charles Stanley Direct hikes platform fee to cope with pace of digital change
Rise to come in next month
FCA faces tricky balancing act on final investment platform 'remedies'
The Financial Conduct Authority (FCA) recently unveiled a package of 'remedies' to help improve competition in the investment platforms market, following on from recent work as part of its wider Asset Management Market Study.
How platforms have reacted (publicly) to FCA's market study
7IM, Aegon and AJ Bell offer thoughts
FCA proposes seven remedies to improve platform market competition
'Not working as it should for some'
FCA threatens to name-and-shame platforms on switching times
Could also set minimum standards
FCA targets D2C platform and model portfolio fees
Platform study interim report
Nucleus set to float on AIM later this month
'£150m valuation’
Aviva platform sales hold strong despite re-platforming issues
'Aftershocks to be felt in Q2 sales'
DWS to consolidate platform business
Launches IKS 2.0
Why the sudden craze for platform floats?
AJ Bell and Embark latest to confirm IPO plans
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