Financial data company FE Fundinfo has launched its new platform to bring together data for asset managers and wealth ...
Platforms have sometimes been described as homogenous, and it is partly this sameness that has raised questions about what they will look like in the future.
Explain how advisers should go about picking a platform Explain challenges DFMs face running portfolios across multiple ...
Compared to other types of advice technology, platforms on average earn higher scores from advice professionals, according to ...
Just as there are many platforms, there are many model portfolios. NextWealth data show that assets in discretionary model ...
Advancements in technology and the growing scale of some advice firms has led to a rise in firms becoming platform operators, ...
Investment Management has appointed an investment director, Gareth Evans, who will be based in its Cheltenham office.
The Financial Conduct Authority has been branded as an “opaque and unaccountable” organisation that is “incompetent” by MPs ...
Defined benefit transfer values have fallen to their lowest value since October 2023, data from XPS has found.
This was the era of the ‘dinner party landlord’ – typically small investors buying a single property on an interest-only ...
Upcoming changes to inheritance tax as announced by Rachel Reeves in the Budget could deliver “significant savings” to ...
While a region’s economic growth seldom maps readily onto stock market growth, there are times when specific areas appear to ...