Addepar, a technology platform for wealth management, has launched the Addepar Investor Sentiment Index, an index of high- and ultra-high-net-worth (U/HNW) investor sentiment derived from US equity transactions captured on the Addepar platform.
The extra tax HMRC has collected from investigations into underpaid Inheritance Tax reached GBP274 million last year, a four-year high, says Wilsons, a private client law firm.
Intelliflo has launched Open Banking to all customers, enabling them to provide their clients with an holistic view of their entire financial portfolio in one secure place.
SIX has launched “SIX Tax Score”, which is designed to analyse the tax consequences of financial products, available to banks, wealth managers and asset managers in the form of a benchmark covering Swiss, UK and French tax jurisdictions.
TFS Securities, through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access to insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform.
Good Life Companies, an independent hybrid US RIA firm, has added YTS Wealth Management, a wealth management team with approximately USD200 million in total client assets led by Justin Tantlinger and Nick Subich, to its platform.
Nucleus, the adviser built wrap platform, has launched a white paper to enable advisers to learn more about how clients make financial decisions and how firms can apply these insights to the financial planning process.
Lifespan Financial Planning, one of Australia’s largest privately owned financial advice networks, has launched a suite of Managed Discretionary Account portfolio solutions on BT Panorama.
Financial advisers expect more help from asset managers as working practices change permanently, says Broadridge study
Financial advisers did not find asset manager wholesalers more helpful in addressing their needs throughout the challenges of the Covid-19 pandemic, accoridng to a new survey of over 400 financial advisors by Broadridge Financial Solutions.
The SimplyBiz Group and Wealthify have formed a new partnership, which will allow SimplyBiz members to access Wealthify’s online investment service to help meet client demand for digital solutions.