Platforms
Multi Asset | 2 Jun 16
Greater DFM scrutiny needed – Nucleus
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 frim RSMR rolls out IFA platform
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.
PortfolioMetrix partners with ATS adviser platform
Discretionary fund management (DFM) firm PortfolioMetrix has partnered with the Alliance Trust Savings (ATS) platform, providing advisers access to a range of PortfolioMetrix portfolios.
Standard Life buys Elevate, more UK disposals likely says Axa
Axa has agreed to sell its wrap platform business to Standard Life and has confirmed it is in talks to dispose of its remaining UK life and savings assets.
Best Practice | 26 Apr 16
BlackRock launches global retirement institute
BlackRock has launched a global platform that will extend the firm’s efforts to help advisers, consultants, trustees, policymakers, institutions and individuals make better decisions about retirement and longevity.