Six advised platforms grab 60% of new business – Lang Cat
Gap between the largest platforms and their smaller rivals is growing
Platforms
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Söderberg & Partners launches MPS for advisers as it takes stake in Fidelius
Fidelius confirmed FCA approval has been received
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Quilter assets climb to £106.7bn despite IFA outflows
Quilter also announced adviser school overhaul and rebrand
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Quilter’s WealthSelect MPS added to third-party platforms for first time
MPS added to the Parmenion, M&G and Morningstar
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Standard Life and Fidelity join forces on smoothed fund for advisers
‘Strategic partnership’ formed to create the new offering
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Novia Global kickstarts international expansion with Dubai launch
The international investment platform also hires principal representative officer
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Pacific, Albemarle and Hymans Robertson model portfolios added to Parmenion platform
Discretionary fund manager products available instantly
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Aisa International warns of Isa tax trap for Brits moving to EU
Firm has warned of bad advice from unlicensed advisers
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The Lang Cat: Advised platforms suffer record outflows in 2023
Outflows increased by 36.3% compared to 2022
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Schroders Personal Wealth to launch own platform this summer
SPW will also roll out an app for clients in the second quarter
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Quilter boosted by spike in adviser flows to platform
Jump of 44% on the inflows through the same route a year ago
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AJ Bell advised customers reach 161,000 as assets jump to £76.2bn
Total customers rose 12% in the year to reach 484,000