Platforms
UK investment platform to launch ‘augmented advice’ service
Firm poaches deputy managing director of M&G Wealth Advice to lead offering
FNZ buys Swiss private banking tech firm
Deal bolsters its European footprint following the acquisition of Appway in 2021
‘Extremely ambitious’ pensions dashboard timeline extended
But trustees and providers warned to ‘get data ready’
No new advised clients for investment platform
As it looks to grow D2C offering
Best Practice | 17 Jun 22
Advice network unveils Consumer Duty hub
It has been designed to ‘deliver support in every area of meeting these requirements’