United Kingdom
St James’s Place partner firm eyes Scotland expansion
As it believes Highlands are a ‘massive untapped opportunity’ in the advice sector
Best Practice | 4 May 22
Pimfa rolls out wealthtech platform
In partnership with Morningstar to help wealth and advice firms to digitalise
Advice consolidation ‘weakens’ focus on clients
As DFM unveils manifesto to address problems faced by IFAs
Hartley Pensions names CEO
Just two months after receiving a ‘no new business’ restriction from the FCA
Natixis IM unveils portfolio-building platform
It will be available to IFAs, private banks and institutional investors