Should advisers probe clients’ ethical beliefs?
Intermediaries need to identify a client’s ethical beliefs before recommending investments
Parmenion
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Parmenion and Sanlam launch onshore bond
Discretionary fund manager and platform provider Parmenion has partnered with Sanlam to launch an open-architecture onshore bond.
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Aberdeen completes Parmenion deal
Aberdeen Asset Management’s acquisition of Parmenion Capital partners and its sister company, Self Directed Holdings, is now complete, the firm announced on Tuesday.
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ANALYSIS: Nothing to fear from the ‘rise of robo-advice’
Journalists love conflict. It sells newspapers. It gets people tuning in to radio and TV. Which is why we are so quick to frame something as a battle between two diametrically opposed sides.
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IFA unveils ‘robo-advice’ service to expand investor choice
A small independent advisory business is launching a new ultra low-cost ‘robo-advice’ service later this month.