Displaying items by tag: financial results
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.
Advisers place £2bn with Transact in 3 months
Advisers placed almost £2bn with investment platform Transact during the quarter ended 30 September 2021.
Mattioli Woods set for more acquisitions
Wealth manager and SIPP provider Mattioli Woods is hunting for more acquisitions despite reporting a drop in profits .
Profit and revenues fall at Carey Pensions parent
STM Group, the international financial services provider which owns SIPP firm Carey Pensions, has reported a drop in revenue and profit for the first six months of the year.
Profits hold steady as revenue rises at Curtis Banks
Revenue increased 29.4% to £31.7m at SIPP provider Curtis Banks for the first half of 2021, but adjusted profit before tax remained steady at £6.3m.
STM makes COO redundant as it downsizes exec team
STM Group, the international financial services provider which owns Carey Pensions (now known as Options), is to make its chief operating officer Peter Marr redundant in the second half of the year as it downsizes its executive team.
Transact FUD rises 7.2% as IFAs place £1.99bn
Funds under direction (FUD) for adviser platform Transact rose 7.2% over the quarter ending 30 June.
Carey Pensions parent firm profit drops 48% in 2020
STM Group, the international financial services provider which owns Carey Pensions, has reported a 48% drop in profit before taxation for the year ended 31 December.