Transact

Square Mile launches six passive model portfolios

Unit trusts/OEICs

Square Mile launches six passive model portfolios

Ahead of Consumer Duty

clock 10 July 2023 • 1 min read
Transact co-founder and former CEO Ian Taylor dies aged 58

Advisory

Transact co-founder and former CEO Ian Taylor dies aged 58

Died after a short illness

clock 19 October 2022 • 1 min read
Platforms ceiling on fund charges: Duty to consumers or a step too far?

Investment Trusts

Platforms ceiling on fund charges: Duty to consumers or a step too far?

New FCA guidance

clock 04 August 2022 • 6 min read
Transact reports £4bn inflows in H1 as overall funds drop almost 2%

Platforms

Transact reports £4bn inflows in H1 as overall funds drop almost 2%

FUD reduces due to geopolitical instability

clock 20 April 2022 • 1 min read
Record number of firms purchase investment companies via advice platforms

Investment Trusts

Record number of firms purchase investment companies via advice platforms

£279m purchased in Q3

clock 10 January 2022 • 2 min read
Adviser platforms see surge in trust purchases

Investment Trusts

Adviser platforms see surge in trust purchases

Record high in Q1 2021

clock 02 August 2021 • 1 min read

Markets

Cost savings, IPOs and senior departures: The key wealth management events of 2018

Which stories dominated the headlines?

clock 07 December 2018 • 1 min read

Investment Trusts

AIC releases shareholder voting information for platform users

Consumer and adviser platforms

clock 30 July 2018 • 4 min read

Advisory

Nucleus set to float on AIM - reports

‘£150m valuation’

clock 29 June 2018 • 1 min read

Wealth Management

Standard Life Wealth brings MPS service onto platforms

Will be rebranded following Aberdeen merger

clock 30 April 2018 • 3 min read
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