Financial advice

A new provider consortium, working with Origo’s Unipass Letter of Authority service, sets out how a common digital LoA approach could reshape advice and servicing

Acquires Glasgow-based Phoenix Wealth Solutions

Evidence of ‘massive improvements’ but there’s still more to do

Afternoon was the winner of The Lang Cat’s AdviceTech Catwalk

Individuals holding legacy products receiving poorer value, regulator finds

Advice hurdles pose as push factors but plenty of pull factors too

‘The fee outlives the service because the records do not talk to each other’

The news editor's Friday Night Takeaway from 12 June

HGL Private Capital backs advice firm for undisclosed sum

Baggette + Co Wealth Management acquires Burgess Williams