Platforms

Businessman works on laptop Showing business analytics dashboard with charts, metrics, and KPI to analyze performance and create insight reports for operations management. Data analysis concept.Ai

Companies | 8 Feb 24

Pacific, Albemarle and Hymans Robertson model portfolios added to Parmenion platform

Discretionary fund manager products available instantly

Mistake caution, business risk or problem warning, failure prevention or avoid danger concept, cautious businessman slip falling on exclamation symbol beware, careful caution sign.

Industry | 6 Feb 24

Aisa International warns of Isa tax trap for Brits moving to EU

Firm has warned of bad advice from unlicensed advisers

Descending finance graph, decrease coins heap with arrow sign on wood block as graph symbol, business and econnomic recession, credit decrease or less saving money

Industry | 6 Feb 24

The Lang Cat: Advised platforms suffer record outflows in 2023

Outflows increased by 36.3% compared to 2022

Companies | 1 Feb 24

Schroders Personal Wealth to launch own platform this summer

SPW will also roll out an app for clients in the second quarter

Steven Levin

Companies | 24 Jan 24

Quilter boosted by spike in adviser flows to platform

Jump of 44% on the inflows through the same route a year ago