FE fundinfo rates four platforms platinum for 10 years running
Quilter, Transact, Fidelity Adviser Solutions and abrdn Wrap awarded platinum for 10 years
Industry
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Rob Burdett to chair Beechtree Capital advisory committee
He is joined by Tom Norman-Butler, Marcus Bolitho and Will Gold
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PEOPLE MOVES: Allianz Global Investors, Hurst Point Group, Stonehage Fleming, GAM
Global head of investments to retire later this year
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SJP partners with Dynamic Planner on client risk profiling
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff
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Quilter continues expansion of advice network with four more firms
Follows addition of eight firms in December 2024
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Candriam’s Niven: How bond investors can thrive in volatile fixed income markets
Bond markets have become more volatile in recent years, but there are opportunities for dynamic investors, writes Jamie Niven
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IBOSS partners with Mabel Insights
IBOSS will integrate Mabel’s MPS data into its offering
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Treasury AI in financial services inquiry ‘an opportunity’ for advisers
Provision of financial advice is already being impacted by AI
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The Lang Cat rolls out platform switching tool
Assists in demonstrating fair value and client suitability
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Aviva Investors launches Venture & Growth Capital LTAF
Aviva LTAF to operate with a UK bias
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Brooks Macdonald completes LIFT acquisition
Will add £1.6bn in assets under advice to Brooks Macdonald
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Analysis: Will 2025 be a gamechanger for financial advice and AI?
Although current use remains piecemeal, there are a range of products emerging that could have a huge impact on productivity levels