Model Office has launched a financial stress-test tool to help advice firms identify where they can grow their profitability and efficiency.
Showcased at Intelliflo's ‘Change the Game' conference in London this week, the Key Financial Ratio Dashboard tool has been designed to track firms' performance and indicate how strong and robust that...
Sprinting to the finish line
Usage on the up
Can help close advice gap
Covid-19 has proven a catalyst for digitisation among financial advisers
Will add around £175m in AuM
39th deal since 2008
AFH Financial Group has received a £224.5 million cash offer to take over the business from US-based private equity company Cortina Bidco.
Netwealth on hunt for IFAs
From new attitudes to life, to how they approach investing, the wealth outlook is different for baby boomers, millennials and generation Z. Professional Adviser investigates how this may impact their retirement.