Platforms
Younger investors leave baby boomers behind
Use of online platforms means they are twice as likely to have made gains during pandemic
UK adviser hunger for outsourcing grows
As fewer planners are looking to run their own model portfolios
Digital wealth firm receives Hong Kong licence
It will be able to offer services to retail clients in the Special Administrative Region
Manulife Hong Kong unveils virtual ’face-to-face’ platform
To sell all individual insurance (except ILAS) digitally
Praemium eyes expansion of Fatca-compliant offering
Many firms and financial institutions have been turning US citizens away due to reporting burden