Products
Financial planning | 8 Aug 24
Voyant integrates financial planning tool with data from behavioural finance experts Oxford Risk
The integration will be released in Q3 2024
Coinbase arm fined £3.5m for crypto related breaches
This is the first time the FCA has taken enforcement action using these powers
Best Practice | 24 Jul 24
IFA network Corbel Partners launches in-house adviser tech tool
The platform is now being rolled out and is in use by Corbel’s growing bank of 145 adviser members
WisdomTree partners with Trading 212 to offer ETF model portfolios to UK, European investors
There are three core model portfolios and three thematic model portfolios
Financial planning | 10 Jul 24
John Lamb Hill Oldridge launches dedicated offshore bonds advice team amid high demand
Reasons for the sharp leap in demand include freezes, reductions to income tax and CGT thresholds, allowances