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Advisers and DFMs get 'portfolio cloning tool'

A new “Portfolio Cloning tool” designed to help advisers and Discretionary Fund Managers has been launched by Ascentric.


Charles Stanley manager exits for Brooks MacDonald director role

A CISI Fellow has left Charles Stanley to take on a new job as investment director with Brooks Macdonald.


Hargreaves Lansdown moves to restricted advice model

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

FE has upgraded its fund and portfolio-monitoring tool FE Analytics 3.4 to allow Financial Planners to build their own portfolio reports. Read more...
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