This column from PA editor Tom Ellis appeared in the August edition of Multi-Asset Review but, after FNZ completed its acquisition of rival GBST, we thought it would be worth revisiting his thoughts of what it would mean for advisers if the deal went ahead ...
Re-platforming has without doubt been the most disruptive activity in the platform space in recent years. When adviser platforms have tried to shift their underlying technology from one provider to another,...
the lang cat heatmap
Outside the family circle
Following difficult time
Subject to regulatory approval
Tough year for platforms
CFP Nathan Bater speaks to PA
It's The Pro Adviser Podcast
Morningstar sees 'building investor interest' in ESG space in January data
Don't rule anything out
Cautious, Moderately Aggressive and Aggressive portfolios