Latest.

2 min read

Morningstar Wealth on the power of adviser feedback

How the platform's Continuous Discovery approach feeds into the development cycle.

Morningstar Wealth • Tuesday, 11 November 2025

1 min read

Save the date(s): The Analyser live sessions

Join us for our live drop-in sessions on client reports and platform-to-platform switching.

Natalie Holt • Friday, 7 November 2025

1 min read

Beyond compare: How to master comparisons in Analyser

A quick, practical look at comparisons, with a demo of comparing platforms' CGT tools.

Abbey Moffat • Wednesday, 29 October 2025

1 min read

The future advice landscape under AGBR

The advice guidance boundary review has propelled advice reforms to the top of the regulatory agenda.

Alison Gay • Tuesday, 16 September 2025

Analyser.

2 min read

Morningstar Wealth on the power of adviser feedback

How the platform's Continuous Discovery approach feeds into the development cycle.

Morningstar Wealth • Tuesday, 11 November 2025

1 min read

Save the date(s): The Analyser live sessions

Join us for our live drop-in sessions on client reports and platform-to-platform switching.

Natalie Holt • Friday, 7 November 2025

1 min read

Beyond compare: How to master comparisons in Analyser

A quick, practical look at comparisons, with a demo of comparing platforms' CGT tools.

Abbey Moffat • Wednesday, 29 October 2025

Market insight.

4 min read

The future advice landscape under AGBR

The advice guidance boundary review has propelled advice reforms to the top of the regulatory agenda.

Alison Gay • Tuesday, 16 September 2025

1 min read

Adviser briefing: Advised platform outflows continue to fall

Outflows fall and net sales continue their upward trajectory, as platforms close in on £700bn in AUM.

Rich Mayor • Monday, 15 September 2025

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

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

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