Old Mutual Wealth (OMW) has completed a "soft launch" of the platform it is developing, which has seen a number of staff move onto its FNZ-powered platform as it prepares to migrate advised clients to the new technology.
The Old Mutual Wealth Platform's parent company Quilter said the soft launch would allow it to make sure the functionality, processes and controls work the way they are expected to. "I am pleased we...
Outside the family circle
Now look at them yo-yos
Follows HMRC ruling
Effective 1st December
0.15% account fees
the lang cat heatmap
Frank Potaczek, Head of UK Proposition at Architas, gives his thoughts on the Professional Adviser survey into sustainable investing and discusses how advisers can respond to the increased interest in this area.
After recently presenting to more than 200 advisers across five locations around the country on PA's Multi-Asset Roadshow, Brendan McCurdy takes offers up six takeaways for advisers from the two week journey...
Ongoing fee structure