Retirement solutions provider Dunstan Thomas has acquired investment platform consultancy Platform Action, setting its sights on expanding deeper into the wealth management and investment platform markets.
The two firms have worked together on a range of major IT projects over the last 10 years, working collaboratively to support platform clients including Aegon, Just, Novia and Liberty Group. Dunstan...
D2C growth particularly strong
No plans to take advantage of government schemes
Reasons to be optimistic in 2021
The Financial Conduct Authority (FCA) has published a defined benefit (DB) transfer tool which it said should help firms understand its file review methodology for DB transfer advice. But what exactly is it and why should advisers care?
131 firms have authorisations revoked