Companies
Cost-of-living crisis is increasing ‘financial secrecy’ in families
20% of UK adults are hiding their finances from their loved ones
Insurance provider rolls out platform offering PII for advisers
To empower firms to better evidence their individual risk resulting in fair and stable premiums
Have interest rates impacted M&A deals in the advice market?
Financial services sector ‘has long been a hotbed of M&A activity’
UK advice firm snaps up financial planning business
Following the retirement of the acquired firm’s managing director
Support services provider rolls out single dashboard adviser software
It is designed to help advice firms run their business from one dashboard
