Welcome to your latest edition of adviser briefing.

Quilter has overtaken abrdn to become the largest UK advised platform by assets under administration (AUA), with £69.46bn AUA versus abrdn’s £69.35bn. Transact is the third largest with £54.61bn.

We’ve seen platform flows continue to struggle so far this year, but against this backdrop, platforms continue to invest in updates and improvements – all the details of who’s done what are in the briefing.

We’ve also mined our Analyser data to look at trends in platform selection over the first half of the year. We’ll report on what we’re seeing, and if anything changes, on a regular basis.

 What’s inside:

- Market at a glance

- Market analysis

- Platform developments

- Analyser trends

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