1 in 3 advisers changed platforms last year
- Monday, 04 March 2024
- Articles
A third (34%) of advisers changed platforms in the last year following the Consumer Duty, mergers and technology updates, according to Defaqto’s newly-released annual Platform Service Review for 2024.
Read more...Direct to consumer platform sales continue to fall
- Friday, 23 February 2024
- Articles
Gross and net flows for direct to consumer investment platforms continued their downward trend in 2023, hitting their lowest point in the fourth quarter of 2023, according to a new report.
Read more...Nucleus buys white label platform firm
- Friday, 09 February 2024
- Articles
Adviser platform Nucleus has signed a deal to acquire Third Financial, a provider of white label investment platforms and software.
Read more...Parmenion adds MPS ranges from 3 asset managers
- Thursday, 08 February 2024
- Articles
Adviser platform Parmenion has added model portfolio ranges from Hymans Robertson Investment Services (HRIS), Pacific Asset Management (PAM) and Albemarle Street Partners (ASPIM).
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