Platforms
Best Practice | 18 Jan 23
Dynamic Planner teams up with Quilter Financial Planning
Which will support advisers in meeting Consumer Duty requirements
Platform rolls out IHT index for advisers
To track liability trends for clients as their wealth increases
Nucleus buys Sipp provider for £242m
Combined group will have £80bn in assets under administration
Morningstar unveils research portal for advisers
To help them provide personalised advice to their clients
JP Morgan PB invests in two Swiss fintech firms
To bolster its digital offering for UHNW clients across Europe, Middle East, Latin America and Asia
