Platforms
Quilter’s platform migration to be delayed amid pandemic
But Q1 inflows on par with last year despite market volatility
Fund manager unveils free adviser platform
While tech firm waives licence fee to access its digital tools during covid-19
Complaints to UK regulator soared in H2 2019
Increase of two million complaints but average redress lower than first half of the year
Best Practice Adviser Awards | 15 Apr 20
How to avoid tone-deaf marketing during a pandemic
It’s a delicate balancing act between offering support and advice without appearing opportunistic
HSBC rolls out enhanced portfolio service in Asia
To offer wealthy clients similar tools to the ones used by institutional investors