Firms

Paul Harper: Why aren’t financial planners growing their client book?

By Paul Harper

This is a question that many directors of financial planning firms are…

Advisers Advisers Business

Söderberg acquires stakes in three more advice firms

By Momodou Musa Touray

Swedish wealth manager Söderberg & Partners has taken stakes in three more…

Platforms Advisers Platforms Regulation

‘A step-change in engagement’: Platforms in 2024

By Lois Vallely

Two big stories dominated the platforms space in 2024, as one firm…

Regulation Business Investments Regulation Wealth management

FCA plans to name firms under investigation in latest clampdown

By Momodou Musa Touray

The Financial Conduct Authority plans to name firms under investigation at an…

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