United Kingdom

Business People With Space Ship, new launch

Companies | 12 Jan 24

Boring Money and Broadridge launch Consumer Duty data solution

Brings together Broadridge’s value reporting and data with Boring Money’s demographic and perception data

SDR - text concept on wooden cubes with gradient blue background

Companies | 11 Jan 24

Passives to be ‘significantly underrepresented’ in SDR labels

Morningstar analysis shows high number are not within the scope of FCA labelling regime

Insights | 10 Jan 24

Defaqto reveals top 10 most recommended multi-asset strategies and MPS

Rankings formed using data from Engage adviser research software

Companies | 8 Jan 24

Söderberg & Partners makes further IFA purchases

Swedish financial adviser makes fifth and sixth IFA acquisitions in the UK

Tom Wooders

Best Practice | 8 Jan 24

What does 2024 hold in store for the wealth management industry?

Firms should prepare for three critical influences this year