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Platforms
Hargreaves ups DIY investor appeal with streamlined fund list
But platforms need to offer enough choice or investors could misconstrue buy lists as advice, says Fundscape CEO
Best Practice | 17 Dec 18
Blackrock and Microsoft to build retirement planning platform
Investment and technology capabilities of the firms will ‘help more people make better decisions’
Investment | 19 Nov 18
Top fund groups team up to launch retail impact platform
Firms join forces with The Big Issue magazine to give investors access to ethical investments
Singapore digital wealth manager offers services to UAE
This is the firm’s latest expansion after it opened offices in Hong Kong, Indonesia, Malaysia and Thailand
Budget: pension dashboards and a cold-calling ban
Dashboards – plural – could be a game changer, as pensions cold-calling in the UK takes a big step towards oblivion
Inflows soften at Nucleus and Brooks Macdonald
Volatility sees platform’s net inflows drop 10% quarter-on-quarter, while DFM’s UK growth halves
Best Practice | 12 Oct 18
Novia Global teams up with FEIFA
‘Increasing desire by advisory firms to use technology in far greater and more extensive ways’
News 24 Sep 18
Platform woes prompt adviser rethink for key clients
Protecting high-paying clients from disruption is a priority for IFAs
Overhauling the UK investment platforms market
AJ Bell boss calls for more disclosure, guidance, transparency and the removal of a ban
UK wealth manager eyeing £2bn sale
True Potential works with around 20% of UK advisers
