Regions
BTA Finance partners with Avaloq to modernise wealth management operations
BTA Finance will implement the Avaloq platform to modernise its core wealth infrastructure
Tavistock buys hybrid advice firm Lifetime Financial Management for £6m
The deal is subject to approval from the FCA
Ritholtz Wealth Management partners with Altruist to expand access to advice
Ritholtz has built a tiered service model and Altruist will help it scale up this offering
FCA to reduce DB pension transfer reporting
The reporting will be cut back from half-yearly to annually
Financial planning | 9 Sep 25
Advisers increase contact with clients amid US market volatility
54% of affluent US investors said their communication with their adviser has increased this year