Mark Polson, principal of The Lang Cat consultancy, said the amount OMW was going to pay FNZ, an estimated £120 million to £160 million, was still high.
For the hundreds of UK firms with sub £1 billion AUM, Tercero Cloud offers the three major benefits of superior technology, a low, all-inclusive charge and a completely personalised service.
SoFi Wealth users can access their accounts via the web, as well as the SoFi Wealth app, available now for both Android and iOS.
The second version of RobustWealth’s platform, called BaseCAMP, is set to debut on May 15, 2017
ANZ Wealth head of life insurance, Gerard Kerr, says these enhancements will save advisers time when preparing quotes for OneCare.
As a result, the firm quickly changed strategy to target the first-generation entrepreneurs, especially in the technology space.