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.
Morgan Stanley launches multigenerational e-learning program 15/12/2014 Morgan Stanley Wealth Management has launched an interactive e-learning program designed to help its Financial Advisors better serve clients’ growing multigenerational needs. Known as the Institute of Family Wealth Management (IFWM), the program will provide advisors with the resources required to develop individual relationships into family relationships.