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
Platforms
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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
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Saxo Bank launches UK investment platform
Zero commission on 100 US stocks between 1 October and 31 December
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Aegon, Quilter and Fidelity sign up to The Platforms Association
New trade body will co-ordinate and promote the industry’s interests
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7IM teams-up with Brooks Macdonald to offer MPS
Active and passive options now available
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FE fundinfo snaps-up AdviserAsset
AdviserAsset offers a range of tools for financial advisers
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P1 adds PortfolioMetrix to platform
28 portfolios including its Global Passive range
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Quilter tops lang cat’s advised platform sales chart as industry outflows rise
Total outflows up 30.4% year on year
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Platform software firm Bravura returns to profit
The firm supplies UK investment platforms including Fidelity International’s
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Plannr Technologies and Transact team-up on income statement service
Aiming to “supercharge the efficiency of financial advisers”
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Fidelity International strikes £29m adviser platform software deal
Sonata underpins Fidelity’s adviser platform
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Vanguard launches research centre to help advisers with ‘great wealth transfer’
The centre will offer insights on investing, portfolio management and financial planning