Technology

Hybrid advice has scope to address the holistic needs individual

CEO Jackie Leiper lays out group ambitions

Platform reported record AUM of £70.9bn

Transact parent company IHP reports ‘resilient’ flows for Q4

Designed to make advisers' processes more efficient

More than 100 advisers have already adopted the new co-branding 

Advisers address questions surrounding the role of technology in planning

Revenue up by 25.7% from last year to £36m

Oversight of firm’s compliance, training and business operations

Client vulnerability assessment is a key part of compliance process