Quilter
Financial planning arm undergoes Quilter transformation
Several other businesses still left to rebrand after the Old Mutual separation in 2018
Quilter Investors rolls out two income portfolios
Founder share class available on Old Mutual Wealth and OMI platforms for six months
Why are small IFAs shutting up shop?
Key triggers pushing advisers to say ‘it’s not worth it anymore’ as growing numbers look for the exit
Quilter’s financial planning arm forges ahead with M&A plans
Firm says it believes in the advice sector and will continue to invest in it
FCA platform switching proposals fall flat with industry
In specie transfers, exit fees and share class conversion among the issues