Platforms

Platforms | 14 Jun 16

Santander, one of Britain’s largest retail banks, has launched a direct-to-consumer platform for new and existing clients in the UK as part of a wider move to expand its face-to-face advice service.

Best Practice | 14 Jun 16

One service international financial planner firm Guardian Wealth Management (GWM) offers via its iGuard wealth management solution is Praemium, an Australian discretionary platform that supports more than 700 corporate firms managing and administering over 300,000 investor accounts and £40bn of assets.

Multi Asset | 2 Jun 16

Scrutiny by financial advisers of outsourced discretionary funds managers needs to improve, according to UK-based wrap platform provider Nucleus.

Best Practice | 25 May 16

Fund research and ratings group RSMR has launched a platform to host its suite of seven risk-aligned Rfolios, with further passive and socially responsible investing-focused (SRI) model portfolios being considered.

Platforms | 20 May 16

Discretionary fund management (DFM) firm PortfolioMetrix has partnered with the Alliance Trust Savings (ATS) platform, providing advisers access to a range of PortfolioMetrix portfolios.