Latest.

2 min read

An advice perspective on platform competition and Trump turbulence

What advice pros have to say on new money vs transfers, and how they handled recent volatility.

Rich Mayor • Wednesday, 18 June 2025

1 min read

How to: Platform-to-platform switching report

A quick video guide to evidencing platform-to-platform switches inside Analyser.

Jenny Smyth • Wednesday, 18 June 2025

2 min read

Adviser briefing: Volatility and the effect on platform growth

Q1 was clearly dominated by President Trump's latest trade wars, resulting in a drop in overall AUM.

Rich Mayor • Monday, 16 June 2025

1 min read

Waverton rebrands to W1M

Following the merger with London & Capital, the two brands have now launched under the new name.

Abbey Moffat • Friday, 13 June 2025

Analyser.

1 min read

How to: Platform-to-platform switching report

A quick video guide to evidencing platform-to-platform switches inside Analyser.

Jenny Smyth • Wednesday, 18 June 2025

1 min read

Waverton rebrands to W1M

Following the merger with London & Capital, the two brands have now launched under the new name.

Abbey Moffat • Friday, 13 June 2025

1 min read

Canaccord rebrands wealth arm

Canaccord Genuity Wealth Management is now known as Canaccord Wealth.

Abbey Moffat • Friday, 13 June 2025

Market insight.

4 min read

An advice perspective on platform competition and Trump turbulence

What advice pros have to say on new money vs transfers, and how they handled recent volatility.

Rich Mayor • Wednesday, 18 June 2025

2 min read

Adviser briefing: Volatility and the effect on platform growth

Q1 was clearly dominated by President Trump's latest trade wars, resulting in a drop in overall AUM.

Rich Mayor • Monday, 16 June 2025

4 min read

State of the Platform Nation: Scale, outflows and a changing market

Including lang cat analysis of platform pricing and advisers' provider ratings.

Rich Mayor • Tuesday, 6 May 2025

1 min read

Adviser briefing: The path to IHT and pensions changes begins

It’s still the effects of the Budget that are being reflected in platform numbers and propositions.

Rich Mayor • Friday, 28 March 2025

8 min read

The tech dilemma facing platforms

How platforms manage competing priorities, and what planners are asking them for.

Natalie Holt • Tuesday, 12 November 2024

1 min read

abrdn's 'new client' pricing: the lang cat view

Our take on abrdn Wrap's pricing changes, and how the price cut stacks up.

Mark Polson • Thursday, 23 May 2024

6 min read

Platforms, MPS and the new wave of integration

Our analysis of the Transact-BlackRock tie-up, and whether integration can actually be a good thing.

the lang cat • Monday, 20 November 2023