UK News
Best Practice | 15 Jul 22
Wealth firm targets paraplanners with adviser academy
It will help train financial services professionals with no client-facing experience
What do interest rate rises mean for wealth management M&A?
Borrowing and debt servicing costs are going up, which will impact how much companies are willing to pay
‘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
Dynamic Planner eyes UK and Europe expansion with PE investment
Funding will ‘take the business to the next level’