News

Has ‘ready-made’ workflows, follow-ups, CRM updates and compliance checks

CEO Matt Timmins bullish on Plannr’s growth

Hollee Vivian launches initiative with adviser peers

Partnership with PXN Investments

Keeping track of the ongoing consolidation in the advice industry

Upper Tribunal decision

Cera Taylor launches 123-Wealth

Could cost users ‘tens of thousands of pounds’

'Platforms are a major barrier to using ETFs, according to advisers and wealth managers'

Six self-employed financial planners