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Lumiant looks to growth with ex Midwinter, Shadforth recruits
The emerging advice technology group has made two key appointments as it completes a crowdfunding round from investors.
NEWS • Thu, 24 Jun 2021
Alternatives, ESG and advice frameworks: 3 investment governance trends
Investment governance is an area that usually doesn’t become topical until something goes wrong. When things are humming along nicely – markets are performing as expected ...
BLOG • Thu, 17 Jun 2021
Software group teams with CRM in new partnership
An advice software company has formed a new partnership with a CRM group that is says will deliver "an unprecedented level of function and connectivity" to advisers.
NEWS • Thu, 17 Jun 2021
IOOF migrates clients to ‘future-fit’ platform
The wealth giant has migrated almost 40,000 client accounts onto its new super and investments platform, as competition among providers heats up.
NEWS • Wed, 16 Jun 2021
Iress bolsters product team
The advice technology group has named a new head of product design from a digital consulting firm.
NEWS • Thu, 10 Jun 2021
Investors turning to crypto as property alternative
Younger investors are increasingly turning to cryptocurrency as the traditional wealth building avenues of high interest savings and property are shut off to them, new ...
NEWS • Wed, 09 Jun 2021
COVID changing the game for digital advice
Robo advice may have failed to take off as a replacement to traditional advice, but the events of the pandemic are changing the way licensees look at digital adoption, a ...
Managed accounts and the shifting adviser proposition
In conversation with ifa ahead of his presentation at the Adviser Innovation Summit, Implemented Portfolios’ Phil Pilgrim reflects on how far managed accounts have come ...
NEWS • Wed, 02 Jun 2021
FinClear in managed portfolio partnership with Blackrock
The fintech group has announced a new agreement with Blackrock to deliver the investment giant's products through its platform.
