Transact
Platform rolls out IHT index for advisers
To track liability trends for clients as their wealth increases
Transact co-founder and former CEO dies
He ‘was a true innovator and a giant of the industry’
Transact parent company drops out of race for Nucleus
There is reportedly one firm left in the running for the wrap platform
PEOPLE MOVES: Zurich, Hargreaves Lansdown, Transact
Insurer reshuffles global senior management, while platform’s head of research departs
PEOPLE MOVES: Holborn, State Street, Nucleus
Holborn Assets nabs a deVere Acuma wealth manager and Nucleus appoints a head of product development