Nucleus Go provides access to information such as money paid in, withdrawals, fund switches, holdings, gains and losses, as well as more detailed investment analysis over...
£19.2bn multi-asset house has previously been accused of playing catch up. Quilter Investors has taken a page from rival AJ Bell and is looking to add hybrid active and passive portfolios...
Lloyds has suffered a “sting in the tail” for its broken contract with Standard Life Aberdeen over a £109bn mandate with its latest results revealing costs are due to cost in the hundreds of millions....
Hargreaves Lansdown has set the standard for telephone advice as firms build out teams working with clients via phone to better service those with smaller portfolios....
Entries now open for the 2019 PA Wealth Manager Awards!The PA Wealth Manager Awards gathers the great and good from the industry to recognise excellence in wealth management...
Transact parent company Integrafin reported its fund under direction (FUD) grew 15.7% year-on-year, despite an uncertain backdrop in Q1 2019. In the three months to 31 March 2019...
Every three days a person complains to Companies House, the accounts register, that their personal details listed on its public website have been stolen by fraudsters....
Platforms have become an integral part of many an adviser's working life, and the industry is well-established. There are now plenty of platforms, and many are so well-established that they are being forced...
Don't just take it from us: several independent national news outlets have written about our new pricing and we recommend that you read the coverage. Although the new pricing is slightly more...
On Monday, Interactive Investor announced a change to its charging structure to adopt Netflix-style pricing. It talked about having an “easy, modern price structure” just like the streaming service....
Hargreaves Lansdown and The Share Centre have become the beneficiaries of more than £1.5bn worth of retail accounts from JP Morgan Asset Management as fund giants continue to abandon...
Aberdeen Standard Investments has announced it will add five passive products to its Myfolio range as part of a strategic partnership with Skipton Building Society in the same month...
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