Aviva-owned robo-adviser Wealthify has opened its Ethical Managed Portfolio Service (MPS) to adviser platforms. It has launched on Aviva’s adviser platform and will soon be available to all platforms. The actively-managed ethical MPS range is available across a range of risk levels and product types. Wealthify did not disclose the price at which platforms would […]
Archives for June 2022
How to celebrate Pride Month in your small business
Did you know that June is Pride Month? That’s right, it’s here! But how can you get involved in a meaningful way within your own small business? What steps can you take to help create a more inclusive society and combat the scourge of intolerance that has historically been brought against the LGBTIQ+ community? It […]
How to celebrate Pride Month in your small business
Did you know that June is Pride Month? That’s right, it’s here! But how can you get involved in a meaningful way within your own small business? What steps can you take to help create a more inclusive society and combat the scourge of intolerance that has historically been brought against the LGBTIQ+ community? It […]
What’s next in wealthtech? Innovators weigh in at INVEST
House committee proposes $1B funding boost for IRS
Accounting KPI: How to Use Key Performance Indicators to Measure Success
Your business is efficient and error-free all the time. Well, maybe it’s 90% of the time. Actually, maybe 85% of the time. OK, maybe it’s time to investigate with an accounting KPI (key performance indicator). With knowledge comes power—as soon as you know where improvements are needed, you can create a plan for future success. […]
New CEO for AJ Bell as founder steps down
Investment platform and SIPP provider AJ Bell has appointed its deputy CEO Michael Summersgill to succeed founder Andy Bell as CEO from 1 October, subject to regulatory approval. Mr Bell, who built up and floated the platform on the stock market, will remain on the AJ Bell board as non-executive deputy chair from the same […]
New CEO for AJ Bell as founder steps down
Investment platform and SIPP provider AJ Bell has appointed its deputy CEO Michael Summersgill to succeed founder Andy Bell as CEO from 1 October, subject to regulatory approval. Mr Bell, who built up and floated the platform on the stock market, will remain on the AJ Bell board as non-executive deputy chair from the same […]
Langcat adds MPS to suitability software
Consultancy and software provider the lang cat has added managed portfolio services (MPS) to its suitability software. It has bolted on a suitability and comparison module to its regtech system, Analyser, at no additional cost for premium users. Financial Planners can use the system to create quick comparisons or full due diligence reports, with the Analyser […]
