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  • Paul Feeney, CEO of Quilter, said the reorganization of the firm is part of plans to drive growth and efficiency across the business.

    Quilter to focus on HNW and affluent clients

  • The RU Group has held Chartered Financial Planner status from the Chartered Insurance Institute for five years.

    ESG inflows help Chartered Planner top £600m AUM

  • Vanguard now has 335,029 UK clients

    Vanguard reports surge in younger investors

  • Amanda Blanc, group CEO at Aviva

    Aviva platform net flows up 62% in Q3

  • The latest data from the lang cat was released this morning

    Advised platform net flows drop 20% in Q3

  • Aegon released its third quarter results yesterday

    Aegon reduces platform outflows to £53m

  • Charles Stanley's website

    Income up 12% at takeover target Charles Stanley

  • 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

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