P1 Investment Services makes client services hire
Michelle Angell will lead the development of P1’s client servicing team
Platforms
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Aegon appoints director to ‘accelerate momentum’ in DC pensions
He will lead the workplace channel
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Pension Lab launches response time performance index
Index to be published quarterly starting with Q3 2024 data
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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