thewealthnet     About Us    |    FAQs    |    Contact Us
  Advanced Search       RSS Feed  twitter  linkedin 
Welcome to thewealthnet    |   Europe, Middle East & Africa Get The App   |   Login
  Sun 1st Feb 2015  |    Make this my homepage  
Subscribe now!
Credit Cards Accepted
World Map
Products & Services
1   2   3   4   5   6   7   8   Next
Standard Life Wrap teams up with eight DFMs for new service 29/01/2015
Standard Life has launched Discretionary Plus, a new service to help advisers navigate the changing retirement market and manage the portfolios of large numbers of clients requiring regular income withdrawals.

RBC Wealth Management extends UHNW portfolio service 27/01/2015

Defaqto and IFP partnership offers new resources for financial advisers 27/01/2015
Defaqto, an independent researcher of financial products, has joined forces with the Institute of Financial Planning (IFP).

Signia to proceed with Swiss initiative despite departure of chief executive and other senior staff 16/01/2015
It seems that Nathalie Dauriac-Stoebe, a co-founder and former chief executive of London-based Signia Wealth, was not the only senior executive to quit the firm on 12 December 2014 (see thewealthnet 05/01/2015).

Funds round up: BlackRock, Societe Generale,Threadneedle and more 16/01/2015
The weekly round up of the latest news from the world of funds.

Tilney Bestinvest teams up with Saga 15/01/2015
Saga plc, a provider of services to the UK’s over 50s market, and Tilney Bestinvest are to launch a new joint venture (JV). The business will be branded ‘Saga Investment Services powered by Tilney Bestinvest’ and will be operational in the second half of 2015.

Standard Life makes enhancements to its wrap platform 14/01/2015
Standard Life has made a number of key usability enhancements for its wrap platform.

Lighthouse signs robo-adviser deal 12/01/2015
Advice provider Lighthouse Group has signed a deal with online financial advice company Money on Toast to provide individual savings account and general investment account planning advice via an online process.

White label report 'crucial component' of new portfolio reporting design - Pershing 12/01/2015

Software firm launches upgraded investment management platform 07/01/2015
Financial solutions provider PROFILE Software has upgraded its wealth and asset management platform, IMSplus2.1, boosting STP (Straight Through Processing) for front to back operations and increasing web and mobile functionality.

1   2   3   4   5   6   7   8   Next
    Latest Headlines:    by Topic | All News
  Advertise   |   Contribute   |   Press Release   |   Terms of Use   |   Privacy   |   Contact Us Copyright Pam Insight Ltd., All Rights Reserved