Consumer Duty pressure will spur one in five adviser firms to change or ditch some of their tech tools in the next 12 months, a new report predicts.
Read more ...1 in 5 adviser firms set to 'rationalise' tech stack
- Thursday, 21 September 2023
- Articles

FE Fundinfo acquires fee fintech Adjuto
- Thursday, 21 September 2023
- Articles

Fintech and investment data provider FE Fundinfo has acquired the French fee fintech firm Adjuto.
Read more ...Solus become latest Planner firm to gain CISI accreditation
- Thursday, 21 September 2023
- Articles

Chelmsford-based Solus Financial Planning has become a CISI Accredited Financial Planning firm.
Read more ...Surprise as Bank holds base rate at 5.25%
- Thursday, 21 September 2023
- Articles

The Bank of England today held its base rate at 5.25% following an unexpected dip in inflation yesterday.
Read more ...Bank holds base rate at 5.25% for second month
- Thursday, 21 September 2023
- Articles

The Bank of England today held its base rate at 5.25% for a second time amid signs inflation is coming close to being tamed, at least for now.
Read more ...Janus Henderson adds life sciences equity fund
- Wednesday, 20 September 2023
- Articles

Fund manager Janus Henderson has launched the Janus Henderson Global Life Sciences Equity Fund OEIC.
Read more ...Transact wins UK Platform of the Year Award
- Wednesday, 20 September 2023
- Articles

Transact has scooped the UK Platform of the Year 2023 Award in the Schroders UK Platform Awards held in London last night.
Read more ...8 in 10 clients prefer human to robot advice
- Wednesday, 20 September 2023
- Articles

Almost 8 in 10 (78%) of wealth clients want direct contact with an individual that can support them when it comes to managing their money, according to a new report.
Read more ...Planner Tavistock makes loss of £0.94m for the year
- Wednesday, 20 September 2023
- Articles

Financial Planning firm Tavistock made a loss of £0.94m in the year to March, company results published today show.
Read more ...M&G Wealth grows to over 500 advisers
- Wednesday, 20 September 2023
- Articles

M&G Wealth has expanded its adviser network to more than 500 people, according to the asset manager’s financial results for the first half of this year published today.
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