Pimfa rolls out wealthtech platform
In partnership with Morningstar to help wealth and advice firms to digitalise
United Kingdom
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Advice consolidation ‘weakens’ focus on clients
As DFM unveils manifesto to address problems faced by IFAs
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Hartley Pensions names CEO
Just two months after receiving a ‘no new business’ restriction from the FCA
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Natixis IM unveils portfolio-building platform
It will be available to IFAs, private banks and institutional investors
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PEOPLE MOVES: Tilney S&W, GBST, Stonehage Fleming
Wealth group hires CEO of fund administration, while platform names CCO
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Pension poverty a real risk after a divorce
‘It’s critical that couples take time to discuss one of their single most valuable assets’
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At least 10 more years of high-paced UK wealth manager M&A
‘Value-creation opportunities remain significant for both current and new participants’
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Pension savers recoup more than £22m in tax
As ‘clunky’ and ‘complex’ system blamed for overpayments
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£4m returned to boiler room fraud victims
They were conned out of £70m by bogus stockbroking firms in Spain
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Scammers continue to target mini-bond victims
Lifeboat scheme has urged them to be ‘very wary’
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Digital push accelerates financial advice market growth
Although ‘unfairly seen as late adopters’, advisory firms are ‘ready and able to invest’ in tech
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PEOPLE MOVES: CII, Sarasin & Partners, Credit Suisse
Trade body hires CEO, while global investment manager names dual CIOs