Platforms
FNZ buys Swiss private banking tech firm
Deal bolsters its European footprint following the acquisition of Appway in 2021
‘Extremely ambitious’ pensions dashboard timeline extended
But trustees and providers warned to ‘get data ready’
No new advised clients for investment platform
As it looks to grow D2C offering
Best Practice | 17 Jun 22
Advice network unveils Consumer Duty hub
It has been designed to ‘deliver support in every area of meeting these requirements’
Are cracks appearing in the adviser/platform relationship?
7-in-10 advice firms on the cusp of making a switch as some consider going it alone