Aisa International partners with Morningstar Wealth Platform
To expand its offerings for OpesFidelio advisers and their clients
Aisa Group
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Aisa Int’l teams up with LGT WM to launch sustainable model portfolios
They will address European investors’ desire to invest in and support environmentally and socially responsible businesses
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‘Extremely difficult’ DIY platforms ‘refuse to deal’ with advisers
As do-it-yourself investment accounts hit all time high of 9.54 million
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EU bid to ban financial product commissions faces resistance
Some worry the move will restrict access to financial advice across the bloc
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Are advice-stubborn Brits too unattainable for IFAs?
Majority of those who have never seen an adviser don’t think anything will ever prompt them to change that
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How can advisers ease clients’ recession fears?
UK economy contracted for the second month in a row in April
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Cyprus targets expats with tax changes
Scheme also incentivises Cypriot nationals to repatriate
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Tech issue triggers 10% drop alerts for 1,200 Quilter clients
Quilter Investors’ CEO Steven Levin called on the government to scrap the ‘illogical’ rule last year
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Advice firm no longer accepting business from Russian citizens
As it makes charitable donation towards the re-housing of displaced Ukrainian families
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Aisa International secures Mifid discretionary licence
‘Some deliberate false information promulgated about UK pensions/investments in the EU over past year’
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Qrops confusion after UK pensions update
Conditions for transfers response muddies the waters
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Does remote working mean weaker cybersecurity for platforms?
Not being in an office meant that ‘a lot more sensitive data is being held electronically’