Platforms
Best Practice | 15 Mar 21
Pension trustees kept in the dark by asset managers
‘We need to be able to show what action we are taking in terms of voting and engagement’
Traditional wealth managers in Asia slow to adopt tech
Challenger banks are using digital payments as a gateway for growth in the sector
Research firm partners with CISI to unveil advice access tool
Consumers will identify what type of financial planning they require according to their situation
Platforms struggle to identify ‘orphan’ clients
Only 20% engage with advisers about stranded investors
Standard Life struggling to sell Parmenion
It wants to ‘simplify’ the business and ‘address areas of lower contribution’