‘The partnership will help us achieve great execution prices for our customers’
‘Firms are battling cost increases in everything from labour to energy’
First acquisition of 2023 for consolidator Perspective
Dynamic Planner provided to advisers within Quilter group
Clinical reg tech provider focuses on financial vulnerability
He will join the firm in March and report to group CEO Andrea Ross
Changes to R06 Financial Planning Practice unit
The editor's Friday Night Takeaway from 13 January
‘Advisers can give people an idea of the fees involved with later life care’
‘Deliberate and underhanded strategy by the CII’ exposed