Advisers and DFMs get 'portfolio cloning tool'
- Thursday, 03 November 2016
- Articles
A new “Portfolio Cloning tool” designed to help advisers and Discretionary Fund Managers has been launched by Ascentric.
Read more...Charles Stanley manager exits for Brooks MacDonald director role
- Thursday, 11 August 2016
- Articles
A CISI Fellow has left Charles Stanley to take on a new job as investment director with Brooks Macdonald.
Read more...Hargreaves Lansdown moves to restricted advice model
- Thursday, 01 October 2015
- Articles
Hargreaves Lansdown, the Bristol-based investment provider, is to change to a restricted advice model and promote its telephone-based advice services by dropping minimum portfolio requirements. Read more...
FE Analytics gives advisers the ability to build their own portfolio reports
- Monday, 24 September 2012
- Articles
FE has upgraded its fund and portfolio-monitoring tool FE Analytics 3.4 to allow Financial Planners to build their own portfolio reports.
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