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

