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Platforms
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
Manulife eyes robo-advisor adoption
Platform to help firm’s clients with asset allocation and fund selection
News 30 Aug 18
Saunderson House sale U-turn weighs on profits
Parent company IFG Group sets aside £2m to address legacy issues and to retain advisers
Gallery 23 Aug 18
Five tech risks wealth managers can turn into opportunity
Wealth managers need to look at ways of embracing technology rather than viewing it as a threat
Click through the slides below to see the top tips
