Nucleus completes Third Financial acquisition
Deal expands Nucleus’ AUA to £97bn
Platforms
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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
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‘Back to the Dark Ages’: Industry calls for FCA consultation amid trust test-taking woes
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
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Quilter assets climb to £111.6bn as IFA inflows jump 400%
Review of appointed representative firms to commence shortly
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AJ Bell platform exceeds half a million customers in Q2 update
Increases assets under administration by 5% for quarter