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Platforms

CoInvestor adds tax-efficient funds to platform

Platforms | 6 Feb 17

CoInvestor adds tax-efficient funds to platform

CoInvestor has added funds to its platform to expand its existing service that allows direct and advised investors to co-invest alongside tax-efficient fund managers on the same terms.

Rise of platforms in int’l markets inevitable, says Novia CEO

Platforms | 25 Jan 17

Rise of platforms in int’l markets inevitable, says Novia CEO

Efforts in the UAE to postpone regulatory change are just putting off the inevitable and opening the door further for platforms to disrupt international markets, according to Novia Global chief executive, Bill Vasilieff.

UK advisers to recruit as more pass £1m income barrier

Platforms | 23 Jan 17

UK advisers to recruit as more pass £1m income barrier

A third of UK advice firms reported annual income of more than £1m ($1.23m, €1.16m) in 2016, with nearly half of all firms planning to recruit in 2017, according to a survey from insurance giant Aviva.

Allfunds plans Asian expansion from new Singapore hub

Asia | 20 Dec 16

Allfunds plans Asian expansion from new Singapore hub

Mutual funds platform operator Allfunds Bank has announced plans to expand across Asia by launching an operational hub in Singapore to service a new local business, which will open early next year, as well as businesses in Hong Kong and Taiwan.

Nucleus launches online learning platform for advisers

Best Practice | 14 Dec 16

Nucleus launches online learning platform for advisers

Adviser built-wrap Nucleus has launched an online portal to help UK adviser firms with their professional and practice development.

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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.