Technology
Best Practice | 15 Mar 23
Adviser training provider creates CPD reporting tool
Software is a ‘natural evolution’ for the company
Global wealthtech firm gets $43m investment
Company plans to use the funding to accelerate its growth through market expansion
Platforms must adapt to advisers’ needs
They have an important role to play when developing their proposition for advice firms
Withers invests in digital estate planning platform
Law firm will initially offer the service to clients in the UK before rolling it out in other markets
Investment company withdraws €5.5bn offer for wealthtech firm
Proposal was seen as ‘inadequate’