United Kingdom
Financial planning | 29 Jan 25
P1 Investment Services launches ‘all-in-one’ client-adviser portal
To streamline back-office functions, reduce difficulties of integrating different technology
Foresight adds £800m AUM with acquisition of WHEB Asset Management
The fund manager and investment team will retain their existing responsibilities
People Moves | 28 Jan 25
Phoenix Group’s Standard Life CEO Andy Curran to retire
The company said it will move to a flatter leadership structure
Progeny Group names new CEO as founder Neil Moles takes non-exec role
Tom Wood is to be the new group CEO and Bobby Ndawula will be group CFO
The II & IA Global Advice Study 2024-2025 interviews – Ardan International
We discuss some of the findings in our International Platforms Survey