Displaying items by tag: financial results
8% rise in advised customers at AJ Bell
Total advised customers at platform and SIPP provider AJ Bell rose 8% year-on-year in the quarter ending 31 December, according to a trading update today.
Advised customers rise 10% for AJ Bell
Advised customers increased 10% year-on-year to 159,256 for platform and SIPP provider AJ Bell for the year ending 30 September.
STM profits down amid extended takeover talks
SIPP provider STM has reported half year, pre-tax profit down by £400,000 as negotiations over a takeover bid for the group are extended again.
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.
Nucleus returns to profit as revenues rise 80%
Adviser-focused investment platform Nucleus has reported a £25.4m profit before tax for 2022 following its £24m loss in 2021.
Transact net inflows rise 16%
Net inflows for adviser platform Transact rose 16% to £2.68bn in the six months ending 31 March.
Pre-tax profits soar 96% for Mattioli Woods
Wealth manager and SIPP provider Mattioli Woods has reported a 95.9% rise in adjusted pre-tax profit to £14.1m for the six months ended 30 November
Mattioli Woods client assets pass £15bn
Client assets at wealth manager and SIPP provider Mattioli Woods rose 42% to £15.1bn over the six months ending 30 November 2021.
Transact inflows up 34% to a record £7.7bn
Adviser platform Transact has reported a record £7.7bn of gross inflows for the year ending 30 September.
Advised platform net flows drop 20% in Q3
Advised net flows reported a quarter-on-quarter decrease of 20.78% in the third quarter, according to a new report.