Platforms
Aussie research firm unveils real estate-focused IFA platform
SQM Research has created an investment analysis platform for financial advisers that offers access to residential real estate data alongside a standard mutual funds research service.
UK wealth managers hit a crossroad on path to growth
If traditional UK wealth managers want to stay alive, they must find their unique selling points, invest in technology and pursue inorganic growth strategies, according to a report from SEI Wealth Platform.
Is the FCA barking up the wrong tree over platforms?
The Financial Conduct Authority wants to use the platform review to drive more competition in the asset management sector, but experts are asking whether it is looking in the wrong place.
UK platform inquiry a ‘red herring’ says Novia CEO Vasilieff
The Financial Conduct Authority’s (FCA) inquiry into online platforms risks focusing on the wrong issues and could fail to yield a good result for clients, according to industry expert and Novia chief executive Bill Vasilieff.
China’s Lufax launches offshore retail platform in Singapore
Lu International, a subsidiary of Shanghai-based wealth manager Lufax Holdings, is launching its first direct-to-consumer online investment platform for Chinese overseas retail clients.