United Kingdom
Charles Stanley unveils ‘hybrid advice’ proposition
To tackle ‘misinformation and confusing financial jargon’ online and on social media
Fairstone makes fourth acquisition of 2022
Deal adds over £135m in funds under management and 10 advisers to the group
Hansard takes ‘vigorous action’ as new business drops again
Roll out of a Japan product further delayed by covid
St James’s Place partner firm eyes Scotland expansion
As it believes Highlands are a ‘massive untapped opportunity’ in the advice sector
Best Practice | 4 May 22
Pimfa rolls out wealthtech platform
In partnership with Morningstar to help wealth and advice firms to digitalise