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‘The dinosaurs of the platform industry will go extinct’
There are some dinosaurs in the platform industry that will go extinct…
Plannr and Seccl launch first phase of CRM integration
Customer-relationship management (CRM) platform Plannr has announced the initial phase of its…
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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LV= launches Embark-backed adviser platform
LV= has today (27 January) fully launched its ‘Platform Services’ option for…
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Quilter tops Defaqto’s 2024 adviser platform ranking
Quilter was dubbed the most recommended adviser platform in 2024 by Defaqto,…
7IM appoints appoints Glossop as head of Microsoft Platform
7IM has appointed Tom Glossop as head of Microsoft Platform as it…
Transact reports record inflows on back of platform enhancement
Transact has reported record level inflows on the back of its platform…
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Platforms outlook: Finally, improved flows and a flight to quality
You’re on a hiding to nothing when a friendly journalist asks you…
M&G sues Royal London over Ascentric acquisition
M&G is taking legal action against Royal London over its £86m purchase…
‘A step-change in engagement’: Platforms in 2024
Two big stories dominated the platforms space in 2024, as one firm…
David Ferguson: Awkward home truths for the platform market
The advised platform market spent 2023 bedevilled by outflows, botched technology upgrades…
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95% of advisers forced to apologise for poor platform service, report reveals
The majority of financial advisers have had to apologise to clients due…
What do advisers want to see when they switch platforms?
Selecting the right platform is a bit like building a house: if…
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Platform due diligence must change for the Consumer Duty Age
The Consumer Duty has significantly increased the level of rigour the Financial…
Should UK platform market expect evolution or revolution?
In evolutionary biology, the theory of punctuated equilibrium argues periods of stability…
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Platform ownership? It’s not an all-or-nothing choice
The legacy definition of white labelling has created an increasingly polarised debate…
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Platforum: Is adviser platform pricing Consumer Duty compliant?
Platforms, like other players in the value chain, have focused on the…
Platforum: Adviser platforms must change fast – which are leading the race?
Advisers have upped their expectations of platforms and are increasingly impatient about…
Altus: Platform profits in danger
When our whitepaper “Giving your platform wings” was published back in 2018,…
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The next generation platforms set to transform the industry
We have entered a new phase of the platform market – Platform…
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Leader: How the platform sector went from boom to bust
Billions of pounds have been wiped off market values since the end…
Ros Altmann: Platforms misleading clients with wrong investment trust information
It has been a momentous few weeks for investment trusts. At last,…
Editor’s View: A platform on which to build unity?
The recently launched trade body faces both challenges and scepticism
Platforum: Platform selection tension
When selecting platforms, advisers have to reconcile two opposing interests – the…
Bonds of Contention: Unravelling the volatility in UK Gilts
Gilts have been in the spotlight as part of the recent global…
Short dated credit continues to offer value
Fidelity Short Dated Corporate Bond portfolio managers Kris Atkinson and Shamil Gohil…
All-in yields remain attractive in sterling corporate bond markets
Fidelity Sterling Corporate Bond portfolio managers Ian Fishwick and Kris Atkinson share…
Gilt selloff: Return of Truss 2.0?
The ongoing global government bond selloff has pushed 30-year gilt yields to…
Fidelity’s Mike Riddell: Mixed picture facing global fixed income investors
Authors: Mike Riddell and Tim Foster, portfolio managers, Fidelity Strategic Bond Fund…
Navigating bond markets in a volatile post-election market
Kris Atkinson, portfolio manager, Fidelity Short Dated Corporate Bond Fund It might…
