Financial Planning fintech firm launches PROD MiFID II guide

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.  

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Beaufort Financial partners with North East start-up

National advisory firm Beaufort Financial has completed its newest partnership with Akrivis Wealth, the 19th such arrangement with an IFA firm.

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Wealth platform surpasses £2bn assets under management

GPP, the wealth solutions, custody and clearing provider, has revealed client assets on its wealth platform have surpassed £2bn in value.



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IFA network gives members access to protection platform

IFA network New Leaf has given all its 110 member firms free access to UnderwriteMe’s Protection Platform.

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