News

Due to appear at Westminster Magistrates’ Court

Jane Hodges joins CDA

For ‘ambitious’ advisory firms

For clients with more than £1m of investable assets

Supports firms with CRM‑led workflows and increasingly digital advice journeys

Changes due to take effect from October

Four join MKC Wealth team

Acquired two London-based advisers

Committee to be chaired by Lyndon Gill

Currently 32 platforms from 27 providers operating in the UK adviser market