Dariuzs Karpowic, director of Albion Financial Advice, said some lenders are taking up to four weeks to look at a case ...
Financial data company FE Fundinfo has launched its new platform to bring together data for asset managers and wealth ...
Explain how advisers should go about picking a platform Explain challenges DFMs face running portfolios across multiple ...
The Financial Conduct Authority has been branded as an “opaque and unaccountable” organisation that is “incompetent” by MPs ...
After 23 years with HSBC, Kate Morrissey has joined Evelyn Partners as its new head of asset allocation. She takes up the new ...
Just as there are many platforms, there are many model portfolios. NextWealth data show that assets in discretionary model ...
Advancements in technology and the growing scale of some advice firms has led to a rise in firms becoming platform operators, ...
Compared to other types of advice technology, platforms on average earn higher scores from advice professionals, according to ...
Ending the frozen state pension policy would cost the government £55mn in the first year. In a Freedom of Information request ...
The Financial Conduct Authority plans to consult on new regulations for cryptocurrency, as findings show the number of UK ...
Defined benefit transfer values have fallen to their lowest value since October 2023, data from XPS has found.
This was the era of the ‘dinner party landlord’ – typically small investors buying a single property on an interest-only ...