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Adviser platforms’ assets under administration hit five-year high


By Jack Gray

Assets under administration (AUA) in the UK adviser platform market have hit their highest level in five years, a report from Defaqto has revealed


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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M&G to add PruFund range to Scottish Widows Platform

M&G has agreed to make its PruFund range available on the Scottish Widows Platform, marking its first third-party platform launch

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Standard Life rebrands institutional investment platform

Standard Life has rebranded its institutional investment platform from Phoenix Corporate Investment Services to Standard Life Corporate Investment Solutions (CIS)

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Patronus chooses WealthAi as unified operating system

UK wealth management firm Patronus Partners has selected WealthAi as a unified operating system to integrate with its existing infrastructure

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FCA proposes simplified climate reporting rules for investment products

The Financial Conduct Authority (FCA) has proposed simplified climate reporting rules for investment products, in a move it said could save investment firms around £20m a year

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Late estate planning could cost affluent families £12.3bn in ‘preventable’ IHT

Late estate planning could cost affluent families in the UK £12.3bn in ‘preventable’ inheritance tax (IHT) as pensions fall into scope of the tax, according to Octopus Investments

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Calton selects Pilot as technology platform for new advice proposition

Financial planning and investment management firm Calton has selected Pilot as the core technology platform for its new advice proposition Evergreen

People moves: SEI, LGT Capital Partners, and Fidelity International

The latest appointments in the wealth management industry

AI to ‘reshape’ advice firms without replacing advisers

Artificial intelligence (AI) will reshape financial advice but will not replace advisers, according to a report from Hoxton Wealth
Ultra HNW growth drives global millionaire wealth to record high

Total wealth held by global high net worth individuals (HNWI) increased by 8.7 per cent to a record-high $98.3trn in 2025, the largest annual increase since 2018, a report from Capgemini has revealed

Net UK fund sales ‘muted’ in Q1 amid geopolitical tensions

Net UK fund sales were ‘muted’ in the first quarter of 2026 as heightened market volatility continued and geopolitical tensions renewed in the Middle East, ISS Market Intelligence’s (MI) latest Pridham Report has found

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