The London-based firm adds £300m in AUM as part of its 16th deal since Sovereign investment
Sector shifts towards inclusivity and client experience
Sara Woodroffe stressed the need for swift action amid advice/guidance boundary review
Regulator unsure on consolidation outcome but will continue engagement with firms
Firms called to be ‘more aggressive’ in their innovation
Marking its 29th acquisition in two years
Advisers risk losing out on £50bn if they fail to adapt to younger clients’ preference for AI
New API connection to reduce manual admin for financial advisers
Analyser update to support evidencing platform switches
Former Progeny CTO warns cyberattacks increasing while advice firms remain complacent