Pension Lab launches response time performance index
Index to be published quarterly starting with Q3 2024 data
Platforms
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TILLIT adds five funds to platform
Funds include biotech, global, US, multi asset, and UK exposures
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Nearly half of advisers worried a platform could fail
Advisers would exclude a platform from their shortlist if it had a ‘B minus’ financial strength rating or lower
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AJ Bell profits rocket 29% in record performance
AJ Bell Investments grew AUM by 45%
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Moneyfarm acquires Willis Owen
Acquisition is the digital wealth manager’s third in the UK over the past three years
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Quilter Cheviot launches MPS proposal tool for advisers
Aiming to cut the time it takes to create reports for client
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Close to all advisers forced to apologise for poor platform service
Parmenion’s 2024 ‘The Impact of Poor Platform Service’, reveals worsening service
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Apax Funds to buy Evelyn Partners’ accountancy and advisory business
Will become a stand-alone business rebranded as S&W
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FE fundinfo rolls out Nexus investment management platform
The firm said Nexus offers assistance ‘across the investment lifecycle’
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Are investment trusts celebrating too soon over cost disclosure?
Platforms may have thrown a spanner in the works
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Hargreaves Lansdown sees 125% increase in net new clients ahead of next year’s acquisition
CEO Dan Olley said the business remains ‘as committed as ever’ to supporting clients
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Three quarters of advisers want CGT support from platforms as Budget looms
91% of advisers said that CGT is now of greater concern