DFM
Best Practice | 8 Sep 17
Intelligent Money launches platform for inactive IFA clients
Investment manager and Sipp provider Intelligent Money has launched a white-labelled investment tool that allows advisers to offer a low-cost proposition to inactive clients they no longer serve face-to-face.
VAM Funds launches online valuation system for DFM fund range
Luxembourg-based asset manager VAM Funds has launched an online valuation system for IFAs who use the firm’s discretionary fund management services.
Canada Life launches offshore bond valuation tool
Offshore insurer Canada Life International (CLI) has launched an online valuation tool for international bonds in partnership with information technology services provider Intelliflo.
UK wealth managers hit a crossroad on path to growth
If traditional UK wealth managers want to stay alive, they must find their unique selling points, invest in technology and pursue inorganic growth strategies, according to a report from SEI Wealth Platform.
Analysis – Under fire SJP, still no easy target for rivals
St James’s Place Wealth has suffered another week of grim headlines about its advice model, but for rival IFAs and restricted advisers to win business and clients off what is arguably the market leader is easier said than done.