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Platforms

Best Practice | 12 Oct 18

Novia Global teams up with FEIFA

‘Increasing desire by advisory firms to use technology in far greater and more extensive ways’

Platform woes prompt adviser rethink for key clients

Industry | 24 Sep 18

Platform woes prompt adviser rethink for key clients

Protecting high-paying clients from disruption is a priority for IFAs

Industry | 21 Sep 18

Overhauling the UK investment platforms market

AJ Bell boss calls for more disclosure, guidance, transparency and the removal of a ban

Companies | 4 Sep 18

UK wealth manager eyeing £2bn sale

True Potential works with around 20% of UK advisers

Robo

Platforms | 4 Sep 18

Manulife eyes robo-advisor adoption

Platform to help firm’s clients with asset allocation and fund selection

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.