The wealth management firm required a solution to provide the level of reliability and flexibility to grow the business with minimum disruption and investment, while adding new functionality across a broad range of instruments.
Guardian Wealth Management has revealed plans to offer a low-cost, remote independent advice proposition to clients, delivered via Skype and other online tools.
Russell iQ Investments is a new online investment account, providing advisers and SMSFs easier access to Russell’s range of actively managed, multi-asset solutions.
According to the survey, mobile technologies will continue to build on the cloud platform, providing.
The new site, which has been optimized for viewing on all mobile devices, provides an enhanced and more dynamic user experience, featuring Convergent's Dollars & Sense blog, Market Commentary and Analysis, client case studies, and video clips. Th
Looking forward, there is no sign of respite. Indeed, the pace of change is only likely to quicken, particularly in response to the growing desire for harmonisation of regulations across Europe, courtesy of The European Securities and Markets Authority.