08/26/2025
The transaction includes intelliflo’s US-based subsidiaries, including RedBlack, a provider of SaaS-based portfolio rebalancing tools, and intelliflo Portfolio, a Portfolio Management software solution for US Registered Investment Advisors (RIAs).
08/26/2025
Assets under management and other metrics can also be modelled to illustrate different scenarios.
08/26/2025
Aegon has entered into an agreement with its largest shareholder
08/22/2025
Net flows on its adviser platform improved by 18% year on year, though the business remains in overall outflow.
08/22/2025
The trend is benefiting established platforms such as Aviva, Quilter and Transact, all of which increased their share of adviser platform assets over the past year.
08/22/2025
Peter Kraus, head of Small Cap Equities, Berenberg Asset Management, sees capital returning to the sector
08/22/2025
All the companies are actively pursuing research and development in the field.
08/22/2025
With over 70,000 reported cases of money laundering last year, Denmark's financial sector association urges changes
08/22/2025
Net sales were helped by strong gross sales and a drop in outflows by 4.11 per cent, the lowest level since the first quarter of 2024.
08/22/2025
The platform also supports more complex cases such as trusts, pensions and Power of Attorney’s
08/21/2025
Recent 39% tariff shock manageable through stock picking argues manager
08/21/2025
It secures the pensions of more than 4,450 retired members and over 2,900 deferred members.
08/21/2025
The programme is structured to help planners reach meaningful financial milestones over time
08/21/2025
The move provides wealth managers with access to Luxembourg structures designed for portfolio diversification and periodic liquidity, with investment minimums starting from $25,000.
08/20/2025
FCA plans to strip back capital raising to kickstart growth should be welcomed argues Samantha Myers, a partner at law firm Reed Smith,
08/20/2025
The launch is driven by the founders’ recognition of shortcomings in traditional embedded insurance, where products are often bolted on at the point of purchase and fail to provide meaningful, long-term benefits to customers.
08/20/2025
The company was originally acquired by infrastructure fund Asterion Industrial Partners in 2020, which continues to retain a majority stake.
08/20/2025
Nationwide said it will delegate the underwriting and management of all renewal policies included in this transaction to Ryan Re Underwriting Managers, a managing general underwriter of Ryan through the expansion of their existing strategic alliance.
08/20/2025
Tesco Clubcard members will also benefit from rewards
08/20/2025
In order to stay on top of all the social, economic, and technological changes, corporate banks need to place transformation at the core of business and operating model.