AIM companies continue to contribute to economy, and have fared better during the pandemic than the FTSE 100, writes AIM, which celebrates the eighth birthday of AIM companies being able to be in an ISA.
iM Global Partner, a global asset management network, has made another alliance in its US expansion by entering a partnership with Richard Bernstein Advisors (RBA). The firm acquired a 45 per cent non-controlling stake in RBA as of July 28, 2021.
Stellar Asset Management, the inheritance tax mitigation and estate planning specialist, inow working with WealthTek as a platform provider for its AIM services.
Edinburgh privately owned asset management firm Aubrey Capital Management has announced today that its SVS Aubrey Global Emerging Markets fund is now available for retail investors on the UK investment platform Hargreaves Lansdown.
Refinitiv has launched Refinitiv Active Investor for wealth managers and their customers. Active Investor provides advanced technology along with a fully customisable look and feel that enables wealth management firms to optimise their brand identity, while giving self-directed investors looking for a more comprehensive trading platform, the flexibility to seamlessly invest their way.
Platform providers gear up to increase security but more than half still rely on the basics, finds NextWealth
Nearly half (45 per cent) of UK investment platforms have introduced either two factor authentication (2FA) or multi-factor authentication (MFA) finds research by NextWealth.
Broadridge Financial Solutions, Inc has announced that Canadian financial services company Aviso Wealth Inc (Aviso Wealth) is being powered by Broadridge's digital advisor desktop and securities processing engine and is utilising its integrated Digital Information Onboarding platforms.
Agora Dealer Services, a digital-oriented Carrying Dealer focused on supporting mutual fund dealers and independent advisors, announced today that it has launched its Agora. prime and Agora. prime+ account structures.
The Openwork Partnership and Embark Group (Embark) have agreed Heads of Terms on extending their existing distribution agreement to 2026 as they strengthen their strategic relationship. This concludes a successful year working together following Embark’s acquisition of Zurich’s Investment and Retail Platform.
BondWave, an affiliate of First Trust Portfolios and a financial technology firm focused on fixed income solutions, has released Effi 3.17, the newest version of its fixed income portfolio and transaction analytics platform.