Your profession

'No other platform can service all aspects of client relationships' - Mackay on AJ Bell's mobile platform

Your profession

'No other platform can service all aspects of client relationships' - Mackay on AJ Bell's mobile platform

Still in development

clock 22 April 2022 • 3 min read
Private equity house snaps up Ascot Lloyd

Your profession

Private equity house snaps up Ascot Lloyd

New owners Nordic Capital

clock 21 April 2022 • 2 min read
Andrew Martin: The data economy conundrum

Technology

Andrew Martin: The data economy conundrum

Brave New World

clock 21 April 2022 • 5 min read
SJP to compensate client for delayed withdrawal of loan trust fund

Your profession

SJP to compensate client for delayed withdrawal of loan trust fund

Price rose during the delay period

clock 20 April 2022 • 2 min read
Quilter AUMA sheds 4% over the quarter despite net inflows

Your profession

Quilter AUMA sheds 4% over the quarter despite net inflows

Market movements

clock 20 April 2022 • 1 min read
Perspective marketing head among group trying to raise £100k for charity in cycle challenge

Your Business

Perspective marketing head among group trying to raise £100k for charity in cycle challenge

Support for people with spinal cord injury

clock 14 April 2022 • 1 min read
Robo, hybrid, digital advice - what's it all about?

Technology

Robo, hybrid, digital advice - what's it all about?

More than just buzzwords

clock 14 April 2022 • 4 min read
Client not informed DFM service ceased after IFA bought by consolidator AFH - ombudsman

Your profession

Client not informed DFM service ceased after IFA bought by consolidator AFH - ombudsman

‘Poor service’

clock 13 April 2022 • 3 min read
Carl Woodward: Dos and Don'ts when building a digital proposition

Technology

Carl Woodward: Dos and Don'ts when building a digital proposition

Artful intelligence

clock 12 April 2022 • 3 min read
Matthew Hull named president of CISI South Coast

People

Matthew Hull named president of CISI South Coast

Replaces Abby Johnson

clock 11 April 2022 • 1 min read