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FOI request reveals steep drop in DA applications since 2020
Applications for direct authorisation (DA) are on the decline, data obtained from…
The Morning Briefing: SJP ongoing advice update and Fintel completes RSMR deal
Good morning and welcome to your Morning Briefing for Thursday 30 January…
Fintel completes £5.2m purchase of fund research agency RSMR
Fintel has completed the purchase of Rayner Spencer Mills Research (RSMR) for…
National advice firm Shackleton cuts platform fees as growth ramps up
National advice firm Shackleton has cut its platform fees for existing and…
Adviser platform assets on track to breach £1trn by 2029
Adviser platform assets will likely reach more than £1trn by 2029, while…
Threesixty launches new compliance management suite
Threesixty has developed a compliance management suite designed to support advice firms…
Fundment and Calton back Verve Foundation’s new talent initiative
The Verve Foundation has announced that adviser platform Fundment and financial-planning group…
Quilter adopts VouchedFor’s client survey system to support advisers
Quilter Financial Planning has adopted VouchedFor’s client survey system, Elevation, to support…
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LV= launches Embark-backed adviser platform
LV= has today (27 January) fully launched its ‘Platform Services’ option for…
Weekend Essay: How to invest like Warren Buffett
I had heard of Warren Buffett long before I joined Money Marketing…
Titan expands international presence with Jersey-based purchase
Titan Wealth has acquired Jersey-based Advisa Wealth to strengthen its international financial-planning…
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Verve Foundation calls for adviser incubator applications
The Verve Foundation has made a call for applications to the latest…
