Platforms
Global fund data provider snaps up cashflow planner
Deal will help ‘lead to better advice outcomes for advisers and their clients’
Indian real estate asset manager to sell mutual fund business
In a deal worth INR 175 crore
SimplyBiz unveils online protection hub
‘Advisers have long understood that protection is the cornerstone of robust financial planning’
Indonesian robo-adviser raises cash
Bibit has received a second round of funding led by Sequoia Capital India
Best Practice | 5 May 21
How can advisers help clients pin down their ESG priorities?
Dynamic Planner says its new tool will aid what can be complicated and broad-ranging discussions