Adviser platform assets on track to breach £1trn by 2029
Adviser platform assets will likely reach more than £1trn by 2029, while…
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Quilter tops Defaqto’s 2024 adviser platform ranking
Quilter was dubbed the most recommended adviser platform in 2024 by Defaqto,…
Advise Wise enhances platform to allow clients’ medical data
Advise Wise has upgraded its platform to enable advisers to input clients’…
Wealth at Work launches financial wellbeing platform
Wealth at Work has launched a new interactive financial wellbeing platform. The…
Aviva to enhance tax reporting capabilities via adviser platform
Aviva has joined forces with Financial Software Limited (FSL) to provide enhanced…
Parmenion expands DFM offering on adviser platform
Parmenion has expanded its discretionary fund management offering with the addition of…
Parmenion appoints development director from Seccl
Adviser platform and DFM provider Parmenion has appointed Kim Campbell as commercial…
Model portfolios projected to grow to £554bn by 2028
Model portfolios are continuing to “dominate” the intermediated wealth-management sector and are…
Quilter allows advisers to co-brand on its platform
Financial advisers can now add their own company brand name to the…
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Aviva: 2024 is about ‘efficiency, experience and growth’
Aviva will prioritise “efficiency, experience and growth” in its platform arm next…
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Aviva claims 90% of adviser platform is automated
Around 90% of Aviva’s advice platform is automated, Aviva chief executive of…
