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Platforms

Advice platform bags $3.5m in funding round

Asia | 28 Mar 23

Advice platform bags $3.5m in funding round

Funds will help the company continue its expansion across the US

Parmenion adds Iboss portfolios to adviser platform

Companies | 27 Mar 23

Parmenion adds Iboss portfolios to adviser platform

This includes 32 models spanning a range of risk grades

Companies | 24 Mar 23

Marlborough creates investment platform for advisers

It has an annual charge of 0.20%

Companies | 14 Mar 23

Titan AM sets up international MPS on Novia Global platform

As the DFM looks to partner with IFAs both within the UK and offshore

Platforms must adapt to advisers’ needs

Companies | 10 Mar 23

Platforms must adapt to advisers’ needs

They have an important role to play when developing their proposition for advice firms

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.