Displaying items by tag: Platforms
Transact enables SIPPs to be opened online
Adviser platform Transact has added the ability to open existing clients’ pension wrappers, such as personal pensions and SIPPs, online.
Nucleus to add retirement platform
Adviser platform Nucleus has appointed two new platform directors to support the launch of a new retirement platform for Financial Planners.
AJ Bell customer numbers break through 500,000 mark
Investment platform AJ Bell has reported a 47% increase in pre-tax profit £61.4m for its first half of 2024 which ended on 31 March (HY23: £41.9m).
Advisers should review decumulation advice - platform
Financial advisers need to take a closer look at the suitability of their investment approach for clients taking an income, according to platform Wealthtime.
Adviser platform net flows halve in Q4
Net adviser platform flows fell to £655m in the fourth quarter of 2023, their lowest total on record, according to analyst Fundscape.
AJ Bell reports pre-tax full year profits up 50%
Platform and SIPP provider AJ Bell has reported strong growth in revenue and profits in its results for the year ended 30 September published today.
SIPP provider Alltrust launches white-label platform
Alltrust has partnered with Platform One to launch a white-label investment and custody platform.
SIPP provider to help launch adviser platform
Software, training and support services provider PlanHappy is to launch an adviser platform.
Embark Platform rebranded under Scottish Widows name
The Scottish Widows Platform, the new name for The Embark Platform, has been launched this week.
AJ Bell reports 10% rise in advised customers
Total advised customer numbers for platform and SIPP provider AJ Bell rose 10% year-on-year to 156,368 for the quarter ending 30 June.