Every year, the lang cat publishes the State of the Platform Nation report – our annual deep dive into platforms in the UK. The 2023/24 report is the 12th edition and reviews the previous year and sets out what we think the future holds for platforms. 2023 will go down as one of the toughest
Author Archives: Natalie Holt
27
Mar
Mar
Jessica Lyons is a financial adviser at Black Swan Financial Planning shares their approach to platform reviews
29
Feb
Feb
LGIM’s model portfolio service is now available for you to research as part of your investment due diligence inside Analyser.
05
Feb
Feb
CS Investment Managers’ managed portfolio service is now available on Analyser for review as part of your investment due diligence.
29
Jan
Jan
Thinking about the year ahead, how confident are you about the platforms and investments you’re recommending to clients?
25
Jan
Jan
Barras Capital Management are now available on Analyser
07
Dec
Dec
The Blackfinch managed portfolio service has now been added to Analyser for you to include as part of your investment suitability process.
07
Dec
Dec
The new platform from fund group Marlborough is now available to research and assess in Analyser.
01
Dec
Dec
Nucleus has made changes to its standard pricing with effect from 1 December 2023, and Analyser has been updated to reflect this.
20
Nov
Nov
When the Transact – BlackRock MPS launched over a year ago, it marked a couple of ‘firsts’.