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The Australian-based provider of investment platforms, investment management, portfolio administration and CRM solutions a good office system and and solid execution system will give IFA’s a significant advantage as many advisers have been slow to adopt new technology.
Lester also believes advisers should be making greater use of social media platforms but will need a clear strategy to drive their activity in this space.
CB Payments Limited onboarded more than 13,000 high-risk clients who executed $226m worth of transactions
Brooks Macdonald adds head of adviser solutions
Income-related fund research had been in decline
Matteo Dante Perruccio, senior adviser at 3iQ, on crypto’s entry into the asset management industry
Biden withdraws from presidential race, endorsing Vice President Kamala Harris in his wake
Morningstar’s Evangelia Gkeka looks at the path for the UK bond market in the coming years
