Platforms
UK financial planning company unveils hybrid advice platform
To help IFAs engage with clients and build relationships with the next generation
Best Practice | 16 Nov 22
Consumer Duty to force wealth firms to rethink business models
While white paper says the regulation will bring adviser-platform relationship closer
Torrid Q3 sends platform investors ‘running for the hills’
Assets continue to slide as net sales hit lows not seen in over a decade
Charles Stanley unveils international trading tool
‘Access to global investment opportunities is an important component of any diversified portfolio’
L&G and Lloyds make £35m investment in fintech firm
To help develop solutions around pensions and wealth