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Your profession

Transact partners with WBS for its electronic dealing solution

Technology

Transact partners with WBS for its electronic dealing solution

‘The partnership will help us achieve great execution prices for our customers’

clock 19 January 2023 • 1 min read
Majority of advisers concerned about rising overhead costs

Your profession

Majority of advisers concerned about rising overhead costs

‘Firms are battling cost increases in everything from labour to energy’

clock 18 January 2023 • 2 min read
Perspective acquires Thame-based Chartered planning business

Your profession

Perspective acquires Thame-based Chartered planning business

First acquisition of 2023 for consolidator Perspective

clock 18 January 2023 • 1 min read
Dynamic Planner links with Quilter FP in long-term partnership

Technology

Dynamic Planner links with Quilter FP in long-term partnership

Dynamic Planner provided to advisers within Quilter group

clock 18 January 2023 • 1 min read
Comentis secures £1m funding from Just Group to finance expansion

Your profession

Comentis secures £1m funding from Just Group to finance expansion

Clinical reg tech provider focuses on financial vulnerability

clock 17 January 2023 • 1 min read
M&G appoints Joseph Pinto as asset management CEO

People

M&G appoints Joseph Pinto as asset management CEO

He will join the firm in March and report to group CEO Andrea Ross

clock 17 January 2023 • 1 min read
CII trials coursework-based diploma assessments

Your profession

CII trials coursework-based diploma assessments

Changes to R06 Financial Planning Practice unit

clock 16 January 2023 • 2 min read
Editor's View: Problems with pensions advice as more firms are defaulted

Adviser tips

Editor's View: Problems with pensions advice as more firms are defaulted

The editor's Friday Night Takeaway from 13 January

clock 13 January 2023 • 2 min read
Huge demand for advisers to provide later life care support

Your profession

Huge demand for advisers to provide later life care support

‘Advisers can give people an idea of the fees involved with later life care’

clock 11 January 2023 • 2 min read
Exclusive: Ex-PFS CEO Keith Richards on the CII's 'major mistake'

Your profession

Exclusive: Ex-PFS CEO Keith Richards on the CII's 'major mistake'

‘Deliberate and underhanded strategy by the CII’ exposed

clock 11 January 2023 • 5 min read
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