Platforms

Companies | 20 Jan 23

Large advice companies to create own platforms

Competition will get ‘fierce’ as providers look to modernise their propositions

Network of connected people

Best Practice | 18 Jan 23

Dynamic Planner teams up with Quilter Financial Planning

Which will support advisers in meeting Consumer Duty requirements

Companies | 10 Jan 23

Platform rolls out IHT index for advisers

To track liability trends for clients as their wealth increases

Companies | 6 Jan 23

Nucleus buys Sipp provider for £242m

Combined group will have £80bn in assets under administration

Companies | 12 Dec 22

Morningstar unveils research portal for advisers

To help them provide personalised advice to their clients