Abrdn has made changes to abrdn Wrap charging structures today and we’ve added these to Analyser for use in your due diligence and comparisons. Changes include:
Author Archives: Natalie Holt
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
Jessica Lyons is a financial adviser at Black Swan Financial Planning shares their approach to platform reviews
LGIM’s model portfolio service is now available for you to research as part of your investment due diligence inside Analyser.
CS Investment Managers’ managed portfolio service is now available on Analyser for review as part of your investment due diligence.
Thinking about the year ahead, how confident are you about the platforms and investments you’re recommending to clients?
Barras Capital Management are now available on Analyser
The Blackfinch managed portfolio service has now been added to Analyser for you to include as part of your investment suitability process.
The new platform from fund group Marlborough is now available to research and assess in Analyser.
Nucleus has made changes to its standard pricing with effect from 1 December 2023, and Analyser has been updated to reflect this.