NextWealth’s Heather Hopkins: AI makes financial planning more fun
Industry uptake is still relatively low, explains the NextWealth MD and founder
Platforms
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FE fundinfo acquires AI platform Lunar AI
The deal will strengthen FE fundinfo’s Nexus platform
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Fears over IHT and pensions prompt advice demand
Flagstone’s latest poll of UK financial advisers shows an increase in demand for advice from both existing and new clients
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Quilter Cheviot and Quilter WealthSelect MPS added to AJ Bell
Quilter Cheviot MPS now available on 16 adviser platforms
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Oxford Risk launches ‘Investor Personas’ client behaviour tool
Designed for integration into existing platforms
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AJ Bell sells-off Platinum SIPP and SSAS for £25m
Platinum SIPP has 3,600 customers with £3.2bn of assets
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Advised platform assets jump to £616bn as bond sales rise
Up by 12.5% in the last quarter of 2024
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Hargreaves Lansdown more than doubles its VCT partnerships
These firms bring an additional nine VCTs to its offering
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Allfunds platform assets climb 13% to hit £1.3trn
Achieved via a combination of existing and new client flows
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Top five advice platforms account for 129% of net flows
Quilter finished the year with the highest net sales, at £5.6bn
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Platforms Association expands board with four new members
New members to the industry trade body include AJ Bell CEO Michael Summersgill and Nucleus CEO Richard Rowney
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FE fundinfo rates four platforms platinum for 10 years running
Quilter, Transact, Fidelity Adviser Solutions and abrdn Wrap awarded platinum for 10 years