The Blackfinch managed portfolio service has now been added to Analyser for you to include as part of your investment suitability process.
We often say that no two advice firms are the same, and that’s definitely the case when it comes to reviewing your platforms. We carried out a straw poll recently to gauge how often advice professionals refresh their platform due diligence. Respondents had the option of either quarterly, half yearly, yearly or ‘we don’t, once
The zeitgeist around ESG has changed over the past year or so. For firms that specialise in ESG advice or sustainable investing, nothing has changed – it’s business as usual. But looking across the advice sector, there will be advisers who have gone from seeing ESG funds regularly appearing at the top of the tree
We’ve been busy making improvements to the reports subscribers can generate using Analyser. Just one more improvement to your due diligence and suitability process available through Analyser.
We’re pleased to announce that Analyser has teamed up with new professional indemnity insurer BareRock as part of a drive to shake up how PII cover is offered to advisers. BareRock has developed a PII service which is designed to be more personalised and based on individual firm risk rather than industry averages. Under the
Wealthtime platform has now rebranded to Wealthtime Select. The move is part of a wider rebranding exercise which will see Novia rebrand to Wealthtime later this year. Wealthtime Select and Novia are both owned by private equity firm AnaCap. The ownership structure remains the same, with Wealthtime Select and Novia continuing to operate as separate