investment
Investment | 23 Jul 24
7IM unveils platform upgrades, including advice fees on regular platform contributions
Other additions include portfolio drift reports for advisers who use DFM model portfolios on 7IM’s platform
II Awards 2024 preview – Winner’s Stories – IFGL
In this video, we speak to IFGL CEO David Kneeshaw who discusses the company’s success at last year event
Investment | 15 Jul 24
FCA bans ex-investment adviser over unauthorised investment sales
He was ordered by the High Court to pay to the FCA £1,207,050 for losses to investors
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
Fiera Capital launches US small to mid cap strategy for European investors
The portfolio typically holds 60 to 90 names and consists of companies between $150mn and $10bn