Quilter tops lang cat’s advised platform sales chart as industry outflows rise
Total outflows up 30.4% year on year
Transact
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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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Platform rolls out IHT index for advisers
To track liability trends for clients as their wealth increases
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Transact co-founder and former CEO dies
He ‘was a true innovator and a giant of the industry’
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Transact parent company drops out of race for Nucleus
There is reportedly one firm left in the running for the wrap platform
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PEOPLE MOVES: Zurich, Hargreaves Lansdown, Transact
Insurer reshuffles global senior management, while platform’s head of research departs
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PEOPLE MOVES: Holborn, State Street, Nucleus
Holborn Assets nabs a deVere Acuma wealth manager and Nucleus appoints a head of product development
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Transact funds hit £32bn as outflows pick up
Total funds at newly-listed platform Transact hit £32bn over its third quarter reporting period despite seeing higher outflows.
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Transact entry into FTSE 250 points the way for more platforms
The entry of Integrafin, the parent company of platform provider Transact, into the FTSE 250 index has been described as good news for rival platforms and wealth managers considering a listing.
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What do IPOs mean for the future of platforms?
With a recent spate of initial public offerings (IPOs) and planned listings from Transact, AJ Bell and Nucleus, industry experts share their thoughts on what this means for the future of platforms.
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Transact receives premium listing in £650m IPO
The parent company of investment platform Transact has been admitted to the London Stock Exchange’s main market for listed securities.
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Novia Global and Transact expand DFM offerings with new deals
Novia Global has broadened its integrated investment portal through strategic partnerships with DFMs Brooks Macdonald, LGT Vestra, and Bordier & Cie, while Transact now offers advisers access to Quilter Cheviot’s managed portfolio service (MPS).