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  • Libby Roy

    Bravura CEO to exit after a year in the role

  • Fintel's website

    Fintel buys 25% of Financial Planning CRM firm

  • DD|hub website

    DD|hub boosts Consumer Duty support

  • Tessa Lee of Moneyinfo

    Tessa Lee: Can ChatGPT replace a human planner?

  • FCA HQ

    FCA makes Digital Sandbox permanent

  • MICAP website

    Defaqto acquires VCT and EIS data provider

  • New Bravura CEO Andrew Russell

    Bravura appoints new group CEO

  • FE fundinfo's website

    FE fundinfo appoints new CEO

  • Origo website

    Tell us your ‘pain points’, says Origo

  • Cathi Harrison, chief executive of The Verve Group

    Verve Group launches back-office solution

  • Defaqto CEO John Milliken

    Defaqto readying revamp of Engage Planning software

  • Dynamic Planner's website

    Dynamic Planner integrates with Curo

  • Defaqto Engage website

    Defaqto integrates Engage with Plannr CRM

  • Ammonite website

    Fintech Ammonite secures £250,000 investment

  • Seccl website

    Seccl and Moneyinfo partner to improve integration

  • FinCalc's website

    FinCalc adds goals tools to Cashflow software

  • Defaqto offices

    Defaqto launches Consumer Duty Profiles for MPS

  • Origo website

    Consumer Duty to 'speed up' adoption of AI by advisers

  • Garth Thompson of Plannr Technologies

    New adviser CRM aims to challenge the market

  • GBST acquired WealthConnect in May 2023

    GBST adds enhanced modelling to WealthConnect

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