Platforms
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.
Platform group Praemium posts 23% rise in managed funds
Australia-headquartered platform provider Praemium has posted a 23% increase in funds under administration (FUA) for the year to 31 March, 2016.
Lessons from the UK’s RDR journey
With UK-style retail distribution review (RDR) regulation sweeping across international investment markets, and the trend towards better customer outcomes only set to intensify, advisers need to fully embrace this change and embrace it early, says Bill Vasilieff, chief executive of Novia Global.