Wealth management advice firm launches 'IFA-in-a-box' 07/04/2015 2plan wealth management, an IFA-only UK-based advice network, has launched ‘IFA-in-a-box’, a digital campaign designed to dispel preconceptions about independent financial advisers and promote the firm’s services.
New online service offers DIY investors access to the secrets of investment gurus 18/03/2015 It would be difficult to find an investor that does not want to replicate the success of ‘investment gurus’ such as Warren Buffet. A new free online service has launched with the aim of allowing self-directed, or DIY, investors the chance to discover the secrets of these legendary investors and to replicate their strategies.
FCA publishes social media guidelines 13/03/2015 The Financial Conduct Authority (FCA) has responded to demands for increased social media engagement within the financial services industry by publishing a series of guidelines which aim to assist firms and ensure they are compliant with financial promotion requirements.
Novia platform launches new client portal 06/02/2015 Novia, a wrap platform, has launched “Investor Zone,” a new client portal. It is designed to give investors online access to the details on their portfolio (including trades, up-to-date valuations and withdrawals) as well as any documents relating to their portfolio.
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.