Platforms
Expats hit as funds suspended over missing Priips documents
US expats will be among the worst affected after Hargreaves Lansdown suspended nearly 1,200 ETFs and investment trusts last week after they failed to produce a key information document (Kid) as required under the EU’s new Priips regulation.
Best Practice | 6 Dec 17
Standard Life adds cashflow modelling tool for wrap advisers
Advisers will be able to illustrate real time and future financial events to support the advice process pre- and post-retirement by using a new cashflow modelling tool on the Standard Life Wrap platform.
Best Practice | 20 Nov 17
Storm brewing over UK pensions
There is a crisis brewing in the retirement income market where there is a lot of freedom but little choice, according to a study published Monday.
Investment | 25 Oct 17
Momentum Wealth Intl expands fund range
Fund managers Fidelity, Gam, Henderson, JP Morgan, Morgan Stanley and Schroder have been added to Momentum Wealth International’s Select Fund Range.
The Fry Group unveils global multi-wrapper platform
International financial adviser The Fry Group has joined forces with the UK platform Nucleus and fintech firm Independent Strategic Group (ISG) to create a global multi-currency and wrapper platform in key expat markets around the world.