POWERED BY MOMENTUM MEDIA
PLATFORM PROVIDERS
People & Products
IRESS, the financial services software provider, has acquired UK-based O&M Systems, which provides pension and investment data comparison tools to financial advisers. ...
Financial planning
Meeting planner needs has become an even more intense focus for the highly competitive platform providers, according to Investment Trends....
Financial planning
Platform providers need economies of scale to leverage off a cost base, and agility to adapt to increasing complexity of the business, according to IOOF....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...