‘Gives opportunity to be the adviser you always wanted to be’
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To manage its ‘Pegasus’ MPS range
More than half of women controlling household finances
Oxford Risk calls for more tech-driven personalisation amid rising FOS concerns
Dynamic Planner research reveals split views on simplified advice vs targeted support
Succeeds current investor Sovereign Capital Partners
Adviser/ CRM system relationships ‘under serious strain’, Twenty7tec finds
‘The regulator caused it, they should fix it’