WisdomTree increases its portfolio and expands its relationships with financial advisers
Global investment firm WisdomTree has unveiled a new set of portfolio solution options to continue to drive forward its model portfolios business and expand its communication tools with financial advisers.
7IM unveils platform upgrades, including advice fees on regular platform contributions
7IM has launched new tools and functionality enhancements to its platform following feedback from advisers and clients. The firm writes that the latest wave of enhancements, part of a multimillion-pound and multi-year investment into 7IM’s award-winning proprietary technology, is a key pillar of its strategic growth plans and commitment to providing unrivalled service to advisers and clients.
Lansdowne’s rapid development continues with UCITS fund growth
Global investment managers Lansdowne has launched a series of new UCITS funds to accelerate a strategy that began two years ago.
Blackwater launches European financial education platform focused on ETFs
ETF consultancy Blackwater has launched a new financial education platform, Moolah Invest, writing that the significant gap in financial literacy, particularly in personal finance, in the European market is hindering the adoption of ETFs among retail investors.
Clients change wealth provider due to poor complaints procedure: Simplify Consulting Research
Research from Simplify Consulting has revealed that complaints procedures across the wealth industry still leave a lot to be desired, writing that this makes a firm call to action to ensure complaint handling is up to the expectations of 21st Century consumers.
Kingswood Group revenue up 38 per cent as share price rises 32 per cent
Kingswood Holdings has announced its audited financial results for the year ended 31 December 2023.
Tax rises are on the way no matter who wins election: The Resolution Foundation
Potential tax rises predictably have been a major talking point throughout the election campaign, but regardless of who is in Downing Street on 5 July, tax increases are approaching according to a major think tank.
FCA approves the proposed merger of London & Capital and Waverton
London & Capital Group and Waverton Investment Management Group have announced that the proposed merger, which was disclosed in February, has completed following approval by the Financial Conduct Authority.
Invesco launches CPD-accredited platform for advisers
Invesco has announced the launch of Invesco Intelligence Plus, described as a comprehensive CPD-accredited platform that leverages the star power of world-leading experts to deliver soft skills lessons to advisers to address a significant unmet need.