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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. Barclays launches wealth app 08/07/2014 Barclays has launched its mobile banking application for UK high net worth clients. London-based wealth manager enhances platform with portfolio modelling software 30/06/2014 London-based wealth management group, Credo has made several enhancements to its platform used by financial intermediaries, including wealth managers, family offices, financial advisory firms and trust companies. BHF-Bank selects Avaloq Banking Suite for new banking system 27/06/2014 Frankfurt-based BHF-BANK has selected the Avaloq Banking Suite as its new banking solution. It will be operated as a managed solution by Avaloq Sourcing (Deutschland) AG.
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