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,...
CEO Vasilieff exiting
PE ownership up 13 percentage points
It’s instinctive that clients want to avoid tax charges, and it’s no different when it comes to the lifetime allowance, but kneejerk reactions could result in more negative outcomes for the client. In this article Neil MacGillivray explains how advisers...
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