Technology
Tech firms join forces to bolster adviser offering
IFAs ‘need to be available on the channel of the client’s choice to build long-term relationships’
Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’
Investment manager rolls out value for money tool for advisers
To provide them with a measure of the cost-effectiveness of their clients’ portfolios
Alternatives | 15 Jun 23
ICapital rolls out alternative investments platform
It is a ‘new era’ of access for advisers and wealth managers
UK-based digital wealth platform sold to global fintech firm
Acquirer sees a growing demand from companies to ‘modernise their legacy point solutions’