Quilter sees 181% jump in Q1 net inflows
But warns continued market volatility may affect full-year results
Platform
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Allfunds expands platform partnership with Rathbones
First partnered with Rathbones Investment Management International
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Fundsmith Equity drops off interactive investor buylist for first time
Fundsmith had featured on every monthly most sold list since interactive investor began tracking the data in 2018
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AJ Bell continues strong year as assets surpass £83.7bn in Q3
It attracted 25,000 new customers over the past three months, bringing its client base to 528,000
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Tillit adds five funds to investment universe
Total number of funds on platform reaches over 100
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7IM hires Fidelity’s Sam Christopher to new head of platform role
Christopher joins growing platform team following Ontario Teachers’ Pension Plan investment
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Royal Mint sees 7% uptick in investors
77% invested in ‘fractional’ products
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Nucleus reduces platform charges for the second time
Delivering an average 3.2% reduction for eligible customers
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P1 Platform launches customer app
To improve adviser’s relationships with clients
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New multi-asset trading platform to launch in UK next month
Offering listed equities, commodities and forex
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91% of advisers say poor platform service impacts their day-to-day work
With one adviser stating they are ‘sick of useless service and systems’
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Defaqto CEO Q&A: ‘AI provides a world of opportunity’
John Milliken says the advisory market should be more data-driven