Platforms must adapt to advisers’ needs
They have an important role to play when developing their proposition for advice firms
Industry
-
-
Another financial advice firm becomes employee-owned
Founder says it was the ‘most logical next step for the company’s future’
-
Indian wealth firm creates platform for women
There is a need ‘to evolve and cater to this growing demographic uniquely’
-
Former PFS CEO sets up financial services professional body
Keith Richards has joined forces with a number of industry veterans to help advice firms implement the Consumer Duty
-
‘Global economic headwinds’ to impact IFA sales, Hansard says
As the product provider looks to expand its offering in Middle East and Japan
-
Int’l retirement solution provider unveils ‘low cost’ product
Following demand from clients looking for help in protecting and consolidating their assets
-
Should commodities be a key asset class for investors?
WisdomTree believes that the case for broad exposure is ‘compelling’
-
Expats in Singapore to have provident fund accounts closed
Compulsory savings and pension plan will be for working Singaporeans and permanent residents
-
Platforms may struggle into 2024, says Fundscape CEO
The research house finds only four grew their assets in 2022
-
Ascot Lloyd sets up adviser platform
As part of the IFA firm’s digitisation strategy to make financial planning more accessible
-
No ‘viable offers’ for Hartley Pensions Sipp book
Joint administrators of the business say they have begun an ‘orderly wind down’ of the operation
-
Credit Suisse gets green light for China wealth arm
It is set to roll out the venture in the first half of 2023