Platforms
IA and II Global Advice Study 2024-2025 – Platforms is out now
The 23-page survey and study on platforms was designed as a joint project by II and IA
Best Practice | 26 Feb 25
Sharetech platform Vestd becomes a Certified B Corporation
More than 9,000 businesses globally have been certified as B Corps
IA Global Financial Services Awards 2025: Deadline for nominations is 7 March
Don’t miss out! The nominations deadline is fast approaching
SJP partners with Dynamic Planner to provide client risk profiling ‘at scale’
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers
The lang cat adds tool for advisers to evidence platform switching
There’s a ‘dearth of support’ for advisers working in this environment