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Platforms

Best Practice | 20 Jul 18

UK IFAs facing advice suitability review in 2019

The Financial Conduct Authority has outlined plans to re-assess the suitability of retail investment advice in 2019, according to its latest annual report.

Seven steps for better platform client outcomes

Best Practice | 16 Jul 18

Seven steps for better platform client outcomes

From banning exit charges to drawing on the platform industry to tackle orphan clients, the Financial Conduct Authority has outlined seven remedies to improve consumer outcomes.

Industry | 16 Jul 18

Taking a hedge fund mentality to online wealth management

Negativity around robo and investment technology a few years ago prompted former hedge fund executives Ian Cadby and Jonathan Wauton to get into the online wealth management space, culminating in the launch of platform Tiller on Monday.

FNZ to acquire €31bn German platform

Companies | 13 Jul 18

FNZ to acquire €31bn German platform

White label investment platform technology provider FNZ has snapped up German platform Ebase.

Robo-adviser launches in Switzerland

Companies | 5 Jul 18

Massive differences uncovered by robo adviser secret shoppers

European robo advice operators have been severely criticised in a report which found fees obscured as well as “inexplicable” portfolio and performance differences.

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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.