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Platform firm moves forward with Wipro-led transformation despite fall in profitability

Avenir’s MacDonald urges advisers to look at internal processes first

‘We have outgrown the name NextGen’

Ebi has made several board and executive changes

Our 21st anniversary awards will be held in London next March

System aims to streamline client onboarding

‘Advisers are becoming, in many cases, financial paramedics'

Apathy and lack of advice value understanding also barriers

Joined as an analyst in 2001

Middleton sits down with PA to talk about what’s next for the UK business and adviser market aims