- Thursday, 17 October 2019
Financial Planner-focussed fintech firm Clever has launched a new free PROD guide to help IFAs to design and deliver financial solutions for their clients whilst working within the regulatory framework of MiFID II.Read more...
- Wednesday, 16 October 2019
National advisory firm Beaufort Financial has completed its newest partnership with Akrivis Wealth, the 19th such arrangement with an IFA firm.Read more...
- Tuesday, 09 July 2019
GPP, the wealth solutions, custody and clearing provider, has revealed client assets on its wealth platform have surpassed £2bn in value.Read more...
- Tuesday, 11 June 2019
IFA network New Leaf has given all its 110 member firms free access to UnderwriteMe’s Protection Platform.Read more...