The Blackfinch managed portfolio service has now been added to Analyser for you to include as part of your investment suitability process.
Author Archives: Natalie Holt
07
Dec
Dec
The new platform from fund group Marlborough is now available to research and assess in Analyser.
01
Dec
Dec
Nucleus has made changes to its standard pricing with effect from 1 December 2023, and Analyser has been updated to reflect this.
20
Nov
Nov
When the Transact – BlackRock MPS launched over a year ago, it marked a couple of ‘firsts’.
20
Nov
Nov
We often say that no two advice firms are the same, and that’s definitely the case when it comes to reviewing your platforms. We carried out a straw poll recently to gauge how often advice professionals refresh their platform due diligence. Respondents had the option of either quarterly, half yearly, yearly or ‘we don’t, once
07
Nov
Nov
The zeitgeist around ESG has changed over the past year or so. For firms that specialise in ESG advice or sustainable investing, nothing has changed – it’s business as usual. But looking across the advice sector, there will be advisers who have gone from seeing ESG funds regularly appearing at the top of the tree
12
Oct
Oct
We’ve been busy making improvements to the reports subscribers can generate using Analyser. Just one more improvement to your due diligence and suitability process available through Analyser.
28
Sep
Sep
We’re pleased to announce that Analyser has teamed up with new professional indemnity insurer BareRock as part of a drive to shake up how PII cover is offered to advisers. BareRock has developed a PII service which is designed to be more personalised and based on individual firm risk rather than industry averages. Under the
01
Aug
Aug
Embark becomes Scottish Widows and Analyser has been updated to reflect this change
28
Jul
Jul
Wealthtime platform has now rebranded to Wealthtime Select. The move is part of a wider rebranding exercise which will see Novia rebrand to Wealthtime later this year. Wealthtime Select and Novia are both owned by private equity firm AnaCap. The ownership structure remains the same, with Wealthtime Select and Novia continuing to operate as separate