Supports firms with CRM‑led workflows and increasingly digital advice journeys
Currently 32 platforms from 27 providers operating in the UK adviser market
Under 40s make up almost a third, FE Fundinfo research finds
IHT on pensions concern near universal, Schroders finds
Average financial promotion approval turnaround time of one hour
Declan Nowell sentenced for ‘Ponzi-style’ investment scam
Geddes and Gersh to exit