Quilter Cheviot launches MPS proposal tool for advisers
Aiming to cut the time it takes to create reports for client
Platforms
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Close to all advisers forced to apologise for poor platform service
Parmenion’s 2024 ‘The Impact of Poor Platform Service’, reveals worsening service
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Apax Funds to buy Evelyn Partners’ accountancy and advisory business
Will become a stand-alone business rebranded as S&W
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FE fundinfo rolls out Nexus investment management platform
The firm said Nexus offers assistance ‘across the investment lifecycle’
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Are investment trusts celebrating too soon over cost disclosure?
Platforms may have thrown a spanner in the works
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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
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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