Industry
Best Practice | 9 Feb 23
SJP unveils responsible investment training programme
To help its advisers integrate best practices when dealing with clients
How IFAs can utilise digital marketing tools to grow their business
Focus on the social media platforms that are most relevant to your target audience
Best Practice | 8 Feb 23
Copia Capital unveils Consumer Duty toolkit for advisers
It teamed up with the Lang Cat to help firms implement the regulation
FNZ buys Luxembourg-based fund platform
To bolster its international wealth proposition
North America | 8 Feb 23
Advice tech firm eyes UK and US expansion after raising $18m
BNY Mellon and RBC invested in the company during a funding round