PEOPLE MOVES: abrdn, Pimfa, Rathbones AM, Axa IM, Neuberger Berman, Jupiter
Xavier Meyer comes in
Adviser platforms, wealth managers, and financial advisers need to keep five key technology trends in mind as they navigate the ever-shifting financial services landscape, according to Alex Kerry, head of Winterflood Business Services.
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Xavier Meyer comes in
Group will launch £4.5m in cost-saving measures over the coming months
The reluctance of platforms to allow for fractional trading means the inclusion of ETFs and investment trusts within MPS is being constrained
Record annual IHT take last tax year of £7.5bn likely to be beaten
Securing an income is no-longer purely a mathematical calculation, writes Oxford Risk’s Greg B Davies
Fund has split its fixed income exposure into four, rather than using a single broad index