Platforms
Research firm partners with CISI to unveil advice access tool
Consumers will identify what type of financial planning they require according to their situation
Platforms struggle to identify ‘orphan’ clients
Only 20% engage with advisers about stranded investors
Standard Life struggling to sell Parmenion
It wants to ‘simplify’ the business and ‘address areas of lower contribution’
Allianz buys $75m stake in Hong Kong fintech firm
As they enter into a partnership to drive technological innovation in wealth management across Asia
James Hay to ‘address’ Nucleus staff concerns over £145m deal
They fear there will be a large number of jobs losses after it completes