by Danby Bloch | 10 February 2017 | Archive
This week, five of the largest DFM firms – Brewin Dolphin, Brooks Macdonald, Investec Wealth & Investment, Quilter Cheviot and Rathbones – got together and launched an ‘alliance’ to sell financial advisers the benefits of outsourcing their investment...
by Rodolfo Crespo | 08 February 2017 | Archive
Read the full article on Money Marketing
by Jeremy Fawcett | 03 February 2017 | Archive
Robo-advice hit the headlines again last week when Mark Carney upset the robo-advisers by linking the promise of fintech with the possibility of systemic risk. While the start-ups, sandboxes and incubators get all the attention, slowly but surely a quiet revolution is...
by Rodolfo Crespo | 27 January 2017 | Archive
We think that there will be further M&A activity and consolidation of assets to a small number of platforms in the next five years. This is a prediction for the UK platform market but in the meantime, the largest platform by AUA in Europe (including the UK) is up...
by Heather Hopkins | 26 January 2017 | Archive
Read the full interview in Money Marketing.
by Rodolfo Crespo | 24 January 2017 | Archive
Read the full article on Money Marketing
