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Technology

Morningstar buys Praemium UK and International business for £35m

Technology

Morningstar buys Praemium UK and International business for £35m

UK and Jersey businesses

clock 21 December 2021 • 2 min read
SJP compensates client for lack of advice fee clarity and delayed service

Your profession

SJP compensates client for lack of advice fee clarity and delayed service

Client was left to borrow from family

clock 17 December 2021 • 3 min read
SJP academy sees more than 200 graduate

Your profession

SJP academy sees more than 200 graduate

801 graduates so far

clock 16 December 2021 • 1 min read
IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

Your profession

IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

'50 firms by 2025'

clock 16 December 2021 • 2 min read
intelliflo apologises to advisers over slow systems

Technology

intelliflo apologises to advisers over slow systems

‘Slow to respond, slow to work with'

clock 01 December 2021 • 4 min read
Celtic FP adds Chartered planner to expand London presence

Your profession

Celtic FP adds Chartered planner to expand London presence

Wales-headquartered Celtic Financial Planning has added Victoria Nabarro to its Canary Wharf-based London team as it expands its London presence.

clock 16 November 2021 • 2 min read
Nick Eatock: Why advisers shouldn't discount technology for older clients

Your Business

Nick Eatock: Why advisers shouldn't discount technology for older clients

Silver surfers

clock 10 November 2021 • 4 min read
ESG calculators launch to increase investor sustainability insight

Technology

ESG calculators launch to increase investor sustainability insight

Greater transparency

clock 09 November 2021 • 4 min read
Suffolk adviser Beckett IM buys local IFA

Your profession

Suffolk adviser Beckett IM buys local IFA

Paul Schwer to retire

clock 05 November 2021 • 1 min read
Alex Kerry: Six platform trends that will shape the next investing decade

Platforms

Alex Kerry: Six platform trends that will shape the next investing decade

Looking ahead

clock 05 November 2021 • 7 min read
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