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September 1, 2022
Good morning and welcome to your Morning Briefing for Thursday 1 September 2022. To get this in your inbox every morning click here. Look beyond government bonds Investors should look beyond government bonds for ballast within portfolios in the current macroeconomic environment. Momentum Global Investment Management
January 26, 2022
Fidelity FundsNetwork has changed its name to Fidelity Adviser Solutions, to show it offers “more than just funds”.
June 3, 2021
International life insurer makes c-suite changes, as asset manager names Hong Kong CEO
June 3, 2021
Fidelity FundsNetwork has appointed Sam Christopher as head of proposition for strategy and growth.
May 11, 2021
Andy Back: Platform evolution - from iPod to bespoke music streaming Modular approach Andy Back: "In order to help advisers and the market understand how this new type of platform worked, we would often find ourselves comparing it to Apples iPod, also newly launched in 2001." Andy Back Andy Back runs through the evolution of the UK platform market, which has developed significantly since its 2001 beginnings, and is now moving towards a more modular approach... 2001, September. The date is one t...
March 10, 2021
Transact and Aviva top 2020 adviser platform net sales charts - Fundscape For 2020 Bella Caridade-Ferreira: “The last few weeks of the year were a boon for platforms and investment managers alike." Transact and Aviva came out top of the pile for platform net sales of 2020, according to research by platform and investment consultancy Fundscape. Transact added £3.47bn in net sales to its adviser platform in the last calendar year, trailed closely by Avivas adviser proposition, which also added...
March 9, 2021
Fidelity parent FMR gets good news in ERISA case Getty Images/iStockphoto A federal appeals court in Boston has upheld a District Courts dismissal of a complaint by several plaintiffs that FMR LLC, the parent of Fidelity Investments, and several FMR affiliates violated their ERISA duties. They contended that Fidelity breached its fiduciary duties by charging certain fees for investments offered in the Fidelity FundsNetwork, an open architecture investment platform. Fidelity responded that it is...