Platforms
Insurance provider rolls out platform offering PII for advisers
To empower firms to better evidence their individual risk resulting in fair and stable premiums
Support services provider rolls out single dashboard adviser software
It is designed to help advice firms run their business from one dashboard
Defaqto launches product and platform switching tool
To help advisers ensure their clients’ investments provide fair value
Investment manager and solutions provider make MPS available to all UK advisers
Offering hybrid and sustainability-focused portfolios
What advisers can learn from clients in 2023
It has been an ‘eventful year’ so far for the financial planning market