Intelliflo
Is the FCA barking up the wrong tree over platforms?
The Financial Conduct Authority wants to use the platform review to drive more competition in the asset management sector, but experts are asking whether it is looking in the wrong place.
Best Practice | 1 Feb 17
First robo-advice comparison site launched in UK
A digital wealth comparison site providing a rundown of the UK and international automated financial services market, believed to a be a first, has been launched by a specialist consultancy firm.
PEOPLE MOVES: Deutsche Bank, RLAM, J. Safra Sarasin
After Deutsche Bank’s head of anti-financial crime stepped down just six months into the job, the German bank has named his replacement. RLAM has created a global equity team by poaching three staff from Waverton IM, while J. Safra Sarasin has a new managing director for client advisory in Hong Kong.
Tax & Regulation | 29 Mar 16
Half of advisers back Brexit, one in six still on the fence
Half of advisers (50%) would welcome Britain cutting ties with the EU while just over a third (34%) want the UK to remain in Europe, according to a survey from financial services technology company Intelliflo.
Only one in 10 UK advisers fully supports FAMR review
One in 10 UK financial advisers “wholeheartedly” welcome the Financial Advice Market Review (FAMR), according to research from Intelliflo.