According to the FCA report 2024-2025
Platform firm moves forward with Wipro-led transformation despite fall in profitability
System aims to streamline client onboarding
Nearly 600 advisers sign up for July webinar on navigating new s165 data requirements
CIO Peter Dalgliesh explains how Parmenion’s risk-first, outcomes-based approach is benefitting advisers
National advice group adds £264m in assets under advice as consolidation continues
Traditional models of value, service and delivery are being challenged
Senior execs from Aviva’s Succession Wealth, Schroders Personal Wealth, 7IM and Rathbones join forum
Regulator will look to amend existing rules
Nucleus-built platform rolled out across advice group with no mandated use as consolidator targets £5bn AUM