Platforms
Best Practice | 17 Jun 16
Bank of England embraces fintech
The Bank of England (BoE) is to work in partnership with fintech firms to harness innovations for central banking, offering companies the opportunity to demonstrate their solutions for real issues facing policymakers.
Santander unveils new D2C execution only investment platform
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
Spotlight on financial adviser GWM’s choice of platform
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
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.