‘Even if IFAs had the budgets, there is a huge amount of inertia at play here’
Acquires Lifetime Financial Management Intermediaries
Acquisition will bring in more younger advisers, Finli outgoing CDO says
Answer to enquiries from prospective clients’ advisers can’t help
Advice sector has played ‘pivotal role’ in successful rollout of care guidance platform
Rain Newton-Smith claims ‘the time for tinkering is over’
Aims to give Atomos advisers ‘streamlined, efficient’ tools