SJP partners with Dynamic Planner on client risk profiling
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff
Platforms
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The Lang Cat rolls out platform switching tool
Assists in demonstrating fair value and client suitability
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P1 Investment Services launches ‘all-in-one’ adviser portal
Tackles the ‘massive problem’ of siloed data across multiple systems
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LV= launches Platform Services option for advisers
The new offering uses Embark’s technology to give advisers using LV= greater choice by bringing multiple products together in one place
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Thistle Initiatives launches platform migration tool for advisers with built-in compliance
Firm says it will significantly cut the time taken to migrate assets
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P1 Investment Services makes client services hire
Michelle Angell will lead the development of P1’s client servicing team
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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