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The problem with vertical integration

What New Year's Eve fireworks teach us about adviser tech

Financial products research firm Defaqto has hired former IFA and founder of trade body the IFA Centre Gill Cardy as an insight consultant in its wealth and protection team.

How to set a successful pricing model

HMRC investigations have yielded a record £136m in extra capital gains tax (CGT) collected from individuals and small businesses in the last year, according to an accountancy firm.

Clients who buy the same protection products via Sesame could pay vastly different premiums amounting to thousands of pounds more depending on which of the network's two types of adviser they deal with, an investigation by Professional Adviser has revealed....

Adviser support services firm SimplyBiz has appointed a corporate adviser to explore its options for selling a stake in the business.

... clients may call you about this week

Adviser network Tenet is offering its members licences to self-approve drawdown advice in a bid to speed up its processes ahead of the incoming pension reforms.

Our weekly round-up of hires, events and other bits for professional financial advisers...