Companies
Platforms must adapt to advisers’ needs
They have an important role to play when developing their proposition for advice firms
Another financial advice firm becomes employee-owned
Founder says it was the ‘most logical next step for the company’s future’
Indian wealth firm creates platform for women
There is a need ‘to evolve and cater to this growing demographic uniquely’
Best Practice | 9 Mar 23
Former PFS CEO sets up financial services professional body
Keith Richards has joined forces with a number of industry veterans to help advice firms implement the Consumer Duty
‘Global economic headwinds’ to impact IFA sales, Hansard says
As the product provider looks to expand its offering in Middle East and Japan