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Wealth management and social media – discover what the sector thinks 20/10/2014
PAM Insight is seeking your views for its second annual survey into the use of social media within the wealth management sector, in association with Citigate Dewe Rogerson.

Van Lanschot launches wealth planning app 13/10/2014
Dutch private bank, Van Lanschot, has launched a wealth planning advisory app which it says will meet the growing need of clients for wealth creation as well as preservation.

New market trading platform offers UK investors access to Israel's booming private hi-tech company sector 12/09/2014
PrivatEquity.biz, which claims to be Israel’s first secondary market trading platform for private equity, has expanded its activities in the UK.

UK online financial advice service launches 26/08/2014
Bristol-based online UK financial advice provider Wealth Horizon has launched.

Skandia launches new website and mobile app for advisers 18/08/2014
Skandia, part of Old Mutual Wealth, has launched a new website for financial advisers, offering access to a wide range of technical support and financial planning information.

PAM Insight launches second annual study into wealth management world's use of social media 11/08/2014
PAM Insight has launched its second annual survey into the use of social media within the wealth management sector, in association with Citigate Dewe Rogerson.

MiFID II is here. Will your Back Office be ready? 29/07/2014
2014 has been an important year for the financial industry. Much of the legislation enacted in the wake of the 2008 financial meltdown is now in full swing. As the industry braces itself for the implementation of MiFID II, many firms are finding a light touch approach is no longer possible. In today’s markets, firms need technology that is client centric whilst at the same time compliant with broader industry changes.

Wells Fargo Asset Management distributes funds online in Italy 29/07/2014
Wells Fargo Asset Management has chosen Fundstore.it, the web platform of Banca Ifigest, to distribute online its SICAV sub-funds of the Wells Fargo (Lux) worldwide fund for the first time in Italy.

Interactive Investor implements new wealth manager execution tool 24/07/2014
UK execution only stockbroker Interactive Investor has agreed a deal with Investment Software Limited to incorporate its IMiX software into Interactive Investor’s execution service.

The challenges of online investment advice - keeping it personal is key 14/07/2014
A growing number of online platforms in the UK are looking to provide individuals with simplified investment advice.

 
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