Welcome to the October 2021 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the big news that Franklin Templeton is acquiring O’Shaughnessy Asset […]
Archives for 2021
Coutts launches in Scotland with 3 offices
Wealth manager and private bank Coutts is to launch in Scotland. The NatWest-owned company will launch with a team led by Alisdair Dewar and will have offices in Edinburgh, Glasgow and Aberdeen. The company says the move follows the completion of the sale of its Adam & Company investment management business to Canaccord Genuity Wealth […]
Coutts launches in Scotland with 3 offices
Wealth manager and private bank Coutts is to launch in Scotland. The NatWest-owned company will launch with a team led by Alisdair Dewar and will have offices in Edinburgh, Glasgow and Aberdeen. The company says the move follows the completion of the sale of its Adam & Company investment management business to Canaccord Genuity Wealth […]
How advisors can help clients plan for long term and end-of-life care
How advisors can help clients plan for long term and end-of-life care
Weekend Reading for Financial Planners (Oct 2-3)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Franklin Templeton is acquiring O’Shaughnessy Asset Management and its ‘Canvas’ direct indexing platform, as yet another traditional asset manager stakes a view that the future will increasingly be built not on mutual funds and ETFs […]
LPL Financial, Morgan Stanley, Mercer Advisors, plus a 100-client fraud scheme, a fintech for charity and a PGA endorsement
Editor’s Column: PFS and CII split needs healing
The unexpected resignation today of under fire CII CEO Sian Fisher is neither the end of the story for the Personal Finance Society, nor realistically even a solution to the crisis that has beset both the CII and PFS in recent times. It is, however, a chance for a new beginning and an opportunity […]
Why now is the time to talk tax basis with clients
PFS campaigners fight on as CII CEO exits
Campaigners fighting to halt the deregistration of the PFS say they will fight on against the changes following the decision by Sian Fisher, CEO of parent body the Chartered Insurance Institute, to resign today. The campaign group, now known as PFS 2.0, says the battle to stop the PFS being deregistered by parent body the […]