Advisers’ platform priorities unmoved by Consumer Duty
Almost identical to previous years
Platforms
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Two thirds of platforms lacking CGT support for advisers
Failing to offer advisers ‘holistic CGT planning support’
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Evelyn Partners launches Index MPS range for advisers
Five portfolios across risk profiles
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Quilter’s WealthSelect MPS crosses £20bn mark
Doubled in size in under three years
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Quilter expands CashHub savings service
Allows advisers to view their clients’ cash savings alongside their investments
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Moneyfarm and AJ Bell top Fundscape’s table of fastest growing platforms
In total assets terms, Hargreaves Lansdown remained comfortably ahead
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NextWealth’s Heather Hopkins: AI makes financial planning more fun
Industry uptake is still relatively low, explains the NextWealth MD and founder
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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