To design and deliver ‘next generation advice journeys’
Receipts are £400m higher than in the same period the previous year
Majority shareholders are Eddie McGuire and Steve Lancaster
‘People automatically think C-Suite execs would lead on retirement plans’
Guy Flintham faces charges of fraud by false representation
Helps advice firms with governance, risk and compliance challenges
XPS finds transfer activity hit record lows despite recovering transfer values
Financial Planning Week has started and runs until 28 January
This follows Defaqto's acquisition of MICAP in July last year
The industry’s best in balanced, high yield, adventurous and cautious funds