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  • Platform assets hit record £1.3trn in 2025

    Platform assets reached a record high in 2025 hitting £1.3trn, recording the largest single-year gain in the industry’s history, at £178bn.

  • Record gross sales and outflows for advised platforms

    There were record gross sales and outflows for advised platforms in the last quarter of 2025.

  • Aviva most recommended adviser platform in 2025

    Aviva was the most recommended adviser platform in 2025, followed closely by Quilter, according to a new report.

  • Hargreaves Lansdown fee changes to hit platform market

    Hargreaves Lansdown's Bristol HQ

    Hargreaves Lansdown has reduced its fees for the first time in a decade, in a move which is claims will see half of its clients pay less.

  • Platform drives 21% rise in Q4 net inflows for Quilter

    Steven Levin, CEO of Quilter

    Fourth quarter core net inflows increased 21% year on year to £2.4bn at wealth manager and Financial Planner Quilter, representing 7% of opening assets under management.

  • Transact extends family linking to reduce charges

    Adviser platform Transact is to reduce costs for more family members from 1 April.

  • Cash and bond funds fall in popularity in December

    Cash and bond funds were less popular with investors on Fidelity’s Personal Investing platform in December amid signs investors may be shifting towards investing rather than hold cash.

  • Transact parent reports pre-tax profit up 7% to £75.4m

    IntegraFin Holdings, the parent company of adviser platform Transact, has today reported full year profits up 7% to £75.4m thanks to strong growth in earnings.

  • Advised customers rise 6% for AJ Bell

    Advised platform customers rose 6% for AJ Bell to 182,000 (2024: 171,000) for the year ended 30 September.

  • Complaints about platforms' poor service falls dramatically

    The number of advisers complaining that poor service from platforms is significantly affecting their business, has fallen dramatically.

  • Adviser platforms net sales hit 3 year high of £756bn in Q3

    Adviser platforms had their strongest third quarter net sales figures since 2022 - hitting £756bn, according to new research.

  • Quilter's £23bn AUM WealthSelect MPS added to Transact

    Quilter’s £23bn AUM WealthSelect Managed Portfolio Service (MPS) has been added to the Transact platform allowing advisers to choose from a range of 56 new portfolios.

  • Adviser platforms hit by record outflows in Q3

    Net inflows at adviser platforms rose 12% to £5.06bn in Q3 despite outflows rising to new highs of £17.94bn, according to new data.

  • Weatherbys launches platform with dealing fees from 0.01%

    Private bank Weatherbys, which has a history dating back 240 years, has launched a new execution-only platform for clients with trading fees from 0.01%.

  • Platform drives 48% rise in net inflows for Quilter

    Core net inflows rose 28% year-on-year to £2.2bn at wealth manager and Financial Planner Quilter in the third quarter of the year.

  • Transact assets rise 16% to new record high

    Funds under direction for adviser platform Transact rose 16% over the past year to a new record high of £74.2bn as at 30 September (30 September 2024: £64.1bn).

  • AJ Bell adds new adviser tools to Investcentre platform

    AJ Bell has added a new set of planning tools to its Investcentre platform.

  • 3 in 5 UK savers see investing as too risky

    Three in five (60%) of UK savers avoid investing because the see it as ‘too risky’, according to a new report.

  • ISA provider shifts 126k accounts from Embark

    ISA provider The Children’s ISA (TCI) has migrated its 126,000 ISA and Junior ISA accounts away from Embark to white label platform provider Quai Digital.

  • Advised platform AUM climbs 4.36% to £671bn

    Advised platform AUM climbed 4.36% in the second quarter to £671.39bn, according to new data.

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