Companies

Expected completion by 31 December

To be introduced through ‘carefully controlled rollout’

Asset management unaffected

Takeover expected on 1 October

Group eyes AI, recruitment and fundraising

Lydia Taft and Michael O’Neill launch Next Step Financial Planning

CEO Matt Timmins bullish on Plannr’s growth

Cera Taylor launches 123-Wealth

Six self-employed financial planners

Adviser fund research business appoints Ben Yearsley and Gavin Haynes