Wealth tech firm acquires Aussie software company
It provides the UK wealth market with data analytics, client and performance reporting, and compliance
It provides the UK wealth market with data analytics, client and performance reporting, and compliance
Advice and wealth software provider backs plans for clients to share financial data
Platforms have spurned the gift of the retail distribution review (RDR) and are dead, according to Mark Polson, founder of financial services consultancy The Lang Cat.
Former Platforum head Heather Hopkins has launched a research and consulting business.
HMRC’s most senior tax professional is to retire, while Deloitte has poached a senior commissioner from the US Internal Revenue Service, and Standard Chartered Private Bank has hired two veteran private bankers in Asia.