IFA Platform
Business
July 6, 2017

Fund charges – the FCA’s view…

Fund charges; never a popular topic from either the adviser’s or client’s point of view!…
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fractional etfs
Business
July 6, 2017

Meeting the demand for fractional ETFs

In our previous article, we gave the background to the increase in demand for fractional…
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Business
July 6, 2017

Why more and more advisers are moving to ETFs

Many advisers have acknowledged they would be more likely to invest in exchange-traded funds if…
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platform one uses hubwise technology
Business
July 6, 2017

Are clients at risk with a single platform? Is there a continued need for consolidation?

More and more advisers seem to be moving all their clients onto a single platform.…
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EFT versus index fund
Business
July 6, 2017

The rise of ETFs

It seems the ‘new kid on the block’ is here to stay! When ETFs first…
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Business
July 6, 2017

Rebalancing portfolios – removing the pain

As we all know, investing is all about finding the right balance. And when running…
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Business
July 6, 2017

Beyond advice: why client communication matters most

It goes without saying that clients are hoping for good returns on their investments and…
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Transparent Charging Structure
Business
July 6, 2017

AuM grow faster for advisers who leverage technology

Technology has had a huge impact on the way we do business today and nowhere…
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Business
July 6, 2017

Managing client expectations of their investment returns

If you have a client coming to you in the current climate expecting annualised returns…
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Press and media
June 28, 2017

Tenet enters technology deal with Hubwise

Tenet has signed a five year deal with technology company, Hubwise, to provide technical solutions…
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Industry News
May 26, 2017

Third party industry news: Rory Percival outlines preliminary findings from Risk Profiling Tool Study

Great article below on risk profiling, you can read the full article on Adviser Business…
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Press and media
May 24, 2017

In the press: RSMR rolls out IFA platform

Fund research and ratings group RSMR has launched a platform to host its suite of…
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Press and media
May 24, 2017

In the press: RSMR launches platform in bid to beat bigger players

Fund research group RSMR has launched a platform that aims to compete with its fund…
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Press and media
May 24, 2017

In the press: Hubwise launches fractional ETF dealing service

Platform Hubwise has started offering fractional dealing in ETFs to its clients in an effort…
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Press and media
May 24, 2017

In the press: RSMR launches adviser platform in technology push

Fund research and ratings group RSMR has today launched its own platform powered by technology…
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