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Technology

Wrap/platforms

Aberdeen to buy DFM and platform Parmenion

Aberdeen Asset Management is to acquire discretionary fund manager and platform Parmenion.

clock 04 September 2015 •

Wrap/platforms

IFA Saunderson House targeting early-career clients

Advisory firm Saunderson House has credited a 25% upswing in the number of new clients with a strategic focus on building relationships with customers "earlier in their career".

clock 27 August 2015 •

Regulation

BlackRock acquires US robo-advice firm FutureAdvisor

Investment giant BlackRock has acquired US robo-advice business FutureAdvisor, through which it plans to reach out to the "mass affluent".

clock 27 August 2015 •

Technology

Digital experience: How to give clients exactly what they want

How to give clients exactly what they want

clock 25 August 2015 •

Investment

Royal London sells D2C platform client bank to Strawberry

Royal London has sold the client bank of its old direct to consumer (D2C) fund platform, Fundsdirect, to online direct investment firm Strawberry Invest.

clock 24 August 2015 •

Technology

Video: Six splendid website tips that will astound clients

Six splendid website tips that will astound clients

clock 19 August 2015 •

Technology

Video: How important are advisers' websites?

How important are advisers’ websites?

clock 19 August 2015 •

Regulation

Armchair Critic: Should RDR II resurrect the Man from the Pru?

Should RDR II resurrect the Man from the Pru?

clock 19 August 2015 •

Technology

Revealed: The ten best adviser websites 2015

Revealed: The ten best adviser websites 2015

clock 13 August 2015 • 8 min read

Technology

Join us for The Seven Wonders of Adviser Tech event

Join us on 29 September in London to hear in person how one award-winning IFA used technology to build an advice proposition for the mass market...

clock 11 August 2015 •
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