Makes first investment into one of its partner firms
‘Gives opportunity to be the adviser you always wanted to be’
Powered by SS&C Technologies Holdings
To manage its ‘Pegasus’ MPS range
More than half of women controlling household finances
Oxford Risk calls for more tech-driven personalisation amid rising FOS concerns
Dynamic Planner research reveals split views on simplified advice vs targeted support
Services CPI still high
Origo says transfer times decreased around tax year-end with half taking seven days or less