London-based Sparrows Capital has teamed up with the P1 Platform to provide its SCore model portfolios to users of the platform and to introduce existing users where appropriate.
Dynamic Planner has launched Product and Platform Research, ‘fit for the future tech’ which it describes as giving advisers the ability to research investment and retirement products, while meeting the evolving needs of clients and regulation.
As markets continued the volatility shown in the first quarter, total platform assets fell by 6.62 per cent on Q1 2022 numbers, and advised assets only just performed slightly better (-6.08 per cent), according to the lang cat’s latest quarterly Platform Market Scorecard.
Novia Financial, which was acquired by private equity firm AnaCap in April last year, reports that it is thriving under its new owners with new leadership and promises continued focus on market-leading service delivery and technology enhancements, to put it at the forefront of next-generation platforms in the years ahead.
intelliflo, the cloud-based technology platform for financial advisers, has reported the results from its latest eAdviser Index, which found advice firms maximising their use of intelliflo office were able to service more clients, attract more assets and generate more revenue than those not yet adopting the technology to its full potential.
Global technology platform, InvestCloud, has been selected by UK wealth manager Rathbones Group to provide client lifecycle management (CLM), including digital prospecting, onboarding and servicing capabilities as well as client reporting solutions to help Rathbones improve operational efficiency and support its overall business strategy.
Against a backdrop of all-time highs when it comes to DIY investor numbers, Boring Money has announced its Best Buys for DIY ISA and Pension investors in 2022.
Bestinvest has announced that it is set to reinvent online investing with the introduction of free coaching, affordable advice, low-cost ready-made portfolios and sophisticated digital tools – on top of other improvements to its award-winning DIY investment platform.
AUM at Discretionary Managed Portfolio Service (MPS) provider FE Investments has grown by 25 per cent in less than six months.
AJ Bell is to launch a new, app-only investment platform which it says aims to make investing more straightforward and accessible for retail investors.
The new service will be called Dodl by AJ Bell and will compete with the lowest cost investment platforms in the market, with an annual charge of 0.15 per cent and no commission for buying/selling investments.