Platforms
Advisory platform rolls out online client portal
People will be able to access their investments and communicate with their adviser
Costs and admin issues stop advisers doing platform transfers
Over half of IFAs would not recommend it to a client as they seek more guidance from regulator
The Fry Group unveils platform partnership with Praemium
Deal marks the third global relationship in a month for the Australian firm
Aussie Royal Commission ignored ‘value’ of financial advice
‘Disturbing’ suggestions were made based on the examples of poor professionals, says industry body
Financial services provider buys fintech firm for £74.3m
Acquisition will create a single fintech and support services group