Fidelity Worldwide Investment has appointed Mark Till as head of UK direct business as it looks to ramp up its activities in the execution-only market.
This week Mark Loosmore of AT8 Group spoke to Sesame Bankhall (SBG) about its different approach to automating training and competence (T&C) processes.
Cofunds is about to sign an execution-only deal with a bank as the platform looks to gain further traction in the investor space.
Advisers have been warned customers may drift away from them and question the value of their service if they use just one platform.
The European Commission's draft Markets in Financial Instruments Directive (MiFID) II would, if implemented, ban platforms from issuing fees to discretionary fund managers (DFMs), which would have to come direct from clients.
The Federation of European IFAs (FEIFA), a non-profit trade association for English-speaking IFAs, has an announced an exclusive partnership with social network IFA Life.
Fidelity FundsNetwork is launching a new third party discretionary management service for advisers.
Advisers believe proposals to re-label the Investment Management Association's fund sectors will not help consumers better understand the levels of risk the funds carry, research suggests.
Chartered financial planner Pete Matthew has marked the occasion of recording his 150th educational video for consumers by re-designing his website, Meaningful Money.
Platform Cofunds has appointed Axa Wealth's Andy Coleman as head of sales for its wealth and investor channels.