Platforms
Embark Group rebrands Zurich platform
Following acquisition of the insurer’s retail and investment management business
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