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  • Transact's website

    Transact inflows up 34% to a record £7.7bn

  • Neil Woodford

    Woodford staff paid £510k following fund failure

  • Ian Mattioli, chief executive of Mattioli Woods, said the firm expects to make more acquisitions

    Mattioli Woods client assets pass £15bn

  • The Rathbones Group website

    Rathbones funds under management rise 25%

  • Andrew Shepherd, CEO of Brooks Macdonald

    Net flows improve for Brooks Macdonald

  • At the end of the quarter funds under direction for the platform totalled £54.54bn, representing an increase of 4.7% over the quarter.

    Transact sees record £1.29bn quarterly inflows

  • AJ Bell has also appointed Rachel Vahey as head of policy development.

    38% net growth in advised customers at AJ Bell

  • CEO Robin Beer said Brewin Dolphin has a strategic ambition of becoming “the leading advice-focused digitally enabled wealth manager”

    Brewin Dolphin Financial Planning income grows 25%

  • Paul Feeney, CEO at Quilter

    Net inflows rise 136% for rebranded Quilter platform

  • Ian Mattioli, chief executive of Mattioli Woods, said the firm expects to make more acquisitions

    Pre-tax profits soar 96% for Mattioli Woods

  • Aegon’s UK retail business includes adviser platforms Aegon Retirement Choices and the Aegon Platform (formerly known as Cofunds).

    Aegon retail platform outflows fall

  • Frenkel Topping's website

    Frenkel Topping revenues soar after acquisitions

  • Lee Hartley, CEO at Fairstone

    Fairstone hits £100m revenues with 3rd acquisition of 2022

  • Noel Butwell, CEO of Abrdn’s adviser-facing business

    Net flows from advisers double for Abrdn platforms

  • Tilney Smith & Williamson will rebrand as Evelyn Partners this summer

    Tilney Smith & Williamson to rebrand as Evelyn Partners

  • M&G Wealth's website

    M&G Wealth sees £1.4m net outflow in 2021

  • Paul Feeney, CEO at Quilter

    Extra £7m for BSPS redress and adviser cull at Quilter

  • Andrew Shepherd, CEO of Brooks Macdonald

    Funds rise 60% at Brooks Macdonald discretionary arm

  • Close Brothers' website

    Net inflows increase 8% for Close Brothers AM

  • SimplyBiz rebranded as Fintel in March 2021

    Fintel EBITDA up 6% as profits recover

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