Technology
Digital private wealth management platform launches in the UAE
Offering access to thematic and private investments
Tech firms join forces to bolster adviser offering
IFAs ‘need to be available on the channel of the client’s choice to build long-term relationships’
Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’
Investment manager rolls out value for money tool for advisers
To provide them with a measure of the cost-effectiveness of their clients’ portfolios
Alternatives | 15 Jun 23
ICapital rolls out alternative investments platform
It is a ‘new era’ of access for advisers and wealth managers