RSMR rolls out IFA platform, plans SRI launch
Fund research and ratings group RSMR has launched a platform to host its suite of seven risk-aligned Rfolios, with further passive and SRI-focused model portfolios being considered.
Platforms
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Prydis continues expansion with Manchester office
Wealth and financial services firm Prydis is continuing its recent expansion by opening a Manchester office.
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Regulation, ISAs drive strong growth in SEI Wealth Platform flows
SEI’s UK private banking business reported a 30% jump in net flows through its wealth platform in 2015, the firm said on Thursday.
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Vanguard and 7IM to launch D2C platforms
The direct-to-consumer sector is set to take centre stage as Seven Investment Management (7IM) and Vanguard Asset Management both enter this space in the coming months.
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Cofunds rolls out DFM service
Cofunds has announced the roll-out of a new discretionary fund management element to its service.
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Novia’s Vasilieff on the platform evolution
Novia Financial founder Bill Vasilieff outlines the evolution of the platform sector and shares his firm’s plans to keep one step ahead of his peers
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Aegon platform business surges in Pension ‘perfect storm’
Aegon’s UK platform business has benefited significantly from the pensions freedoms announced in April, the firm said.
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Prydis to launch ‘adviser led’ platform
Prydis, the Exeter-based wealth manager, has said it is to launch a new platform in April dubbed ‘P1 Investment Management’.
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Asset managers ignore digital distribution at their peril – EY
When it comes to a move toward electronic fund distribution, for the asset management sector, change is mandatory, says EY.
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PA ANALYSIS: Will ETFs and trusts breathe new life into platforms?
While some have been keen to pronounce platforms to be ‘dead’ providers do not seem willing to throw in the towel and have launched a counter-attack.
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Fidelity adds trusts, ETPs to FundsNetwork
Fidelity Worldwide Investment has added a range of investment trusts and exchange-traded products to its FundsNetwork platform.
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Offshore platform Novia Global set to take off
Multi-currency offshore platform Novia Global is ready to go live at the end of the month, offering a streamlined system for advisers serving expats across different jurisdictions.