Canaccord appoints Tom Lane to new chief commercial officer role
Lane joins from RBC Brewin Dolphin
Technology
-
-
Two thirds of advisers predict strong growth in clients
Researchers also found investment in technology is improving efficiency
-
TILLIT pulls AXA Framlington Global Technology fund from universe
Decision follows exit of fund manager Jeremy Gleeson
-
Platform software firm Bravura returns to profit
The firm supplies UK investment platforms including Fidelity International’s
-
The role of risk capacity in retirement income advice
Oxford Risk’s Greg B Davies says sufficiently robust calculation methodology is lacking
-
Rathbones rolls-out Iress Xplan in financial planning unit
Xplan will also be used for integration with Investec Wealth & Investment
-
Fidelity International strikes £29m adviser platform software deal
Sonata underpins Fidelity’s adviser platform
-
FCA’s Mills welcomes ‘feast of frogs’ as advisers make Consumer Duty progress
Speech made to mark one year anniversary
-
Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting
-
Head to head: All eyes on Europe this summer
Tyndall Partners’ James Sullivan and Fidelity’s Marcel Stotzel on the outlook for European equities
-
Concern for regulation drops in year following Consumer Duty
Increased concern over retaining existing clients and technology
-
More than half of advisers upping their AI spend
AI used to enhance internal processes rather than for client services