Vanguard launches research centre to help advisers with ‘great wealth transfer’
The centre will offer insights on investing, portfolio management and financial planning
Platforms
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Abrdn launches cash management service for advisers
Featuring a range of fixed term deposit and notice day accounts
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How will the MPS market look in five years?
Sparrow Capital’s Mark Northway scrutinises the direction of travel for the MPS market
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Nucleus completes Third Financial acquisition
Deal expands Nucleus’ AUA to £97bn
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EFG Private Bank launches Independent Asset Management platform for UK
Head of independent asset managers UK Ian Wright to oversee
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Tillit removes five funds following manager shifts
Two funds remained in universe following review
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Parmenion adds hat-trick of MPS firms to platform
PortfolioMetrix, Elston Portfolio Management and Quilter now featured
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P1 Platform and Firenze to offer advisers loans backed by investment accounts
Provides clients with liquidity without having to sell investments
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Aegon launches CPD hub for advisers
The hub provides videos presented by industry experts
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Wealth Dynamix and Oxford Risk partner-up
Aiming to integrate behavioural science into the client lifecycle
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AJ Bell platform assets hit £80bn as it reaches half million customer milestone
The firm brought 27,000 people on board during the six months
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Nucleus gets green light for Third Financial takeover
The move is part of Nucleus’ strategy of building scale