Platforms
Blevins Franks closes Malta expat retirement plan to merge with its other QROPs scheme
The plan will no longer be registered with effect from 2 September 2024
Investment | 21 Aug 24
P1 Platform launches service for advisers to accelerate report writing and client disclosures
The tool generates a detailed investment proposal that showcases how a client’s investment would be structured
Investment | 14 Aug 24
Fundpath makes two senior leadership appointments
The latest additions to the London-based Fundpath team follow a second round of funding with its venture capital partner Fuel Ventures
Fidelity International signs deal with ASX-listed Bravura to acquire tech licence for £29m
A small number of Bravura’s team who are already supporting Fidelity in India and the UK will transfer to Fidelity over next twelve months
Investment | 23 Jul 24
7IM unveils platform upgrades, including advice fees on regular platform contributions
Other additions include portfolio drift reports for advisers who use DFM model portfolios on 7IM’s platform