Phil Melville and Jean McIntyre, directors at Argyle Financial Group Limited, explain how they integrated platforms into their business.
On our website we describe a wrap as being similar to an umbrella which is put over a client’s assets and which allows a coordinated perspective of those assets. Last November, Jean and I took a moment...
The forces at play in investment - most obviously, regulatory change, uncertain markets and shifting demographics - are as strong today as they were when Professional Adviser launched its sister magazine Multi-Asset Review in 2017.
Regulator has visited some firms already
Platforms react to Fidelity blocking Income Focus purchases
Chris Hill's letter to Treasury
Cash balance surges