Axa Distribution Services is to offer third-party product wrappers on its Elevate platform. Elevate is in talks with product providers to find a way of offering non-Axa wrappers on its platform, namely offshore bond and Sipp products.
By Felix Wintle, Manager of the Neptune US Opportunities Fund H1 2014 Economic data: after last year’s strength, economic data has disappointed. Indeed, the economy contracted 2.9 per cent in the first three months of the year — the US economy’s worst performance for five years. However, rather than a symptom of underlying economic weakness or […]
Women are earning, inheriting and controlling more money than ever. Yet very few financial institutions are doing an outstanding job of attracting and serving them. How you sell and deliver financial services to men is not the same as how you sell and deliver financial services to women. Even if men and women end up […]
If you want the crash course in all things leading edge in Fintech visiting a Finovate show can be time well spent, but it’s also an exhausting experience. The first two days of this year’s Fall show in New York involved no fewer than 80 demos of fintech propositions of all shapes and sizes. Anyone […]
Where to start and what to look out for when aiming to meet the financial requirements of the client For their advocates, fund panels are like a palette, which advisers can choose from to come up with a tailor-made investment solution for individual clients. As an efficient tool at the adviser’s disposal, a panel of […]