Wrap/platforms

DDhub launches due diligence service

Technology

DDhub launches due diligence service

DDhub, a centralised solution for managing the due diligence process, has introduced a new platform due diligence service which is free for advisers and paraplanners.

clock 24 February 2022 • 3 min read
Platforms report record-breaking 2021 as assets reach £933bn

Wrap/platforms

Platforms report record-breaking 2021 as assets reach £933bn

Up 19% year-on-year

clock 08 February 2022 • 2 min read
Exclusive David Ferguson interview: Platform switching activity to rise in 'redefined' market

Platforms

Exclusive David Ferguson interview: Platform switching activity to rise in 'redefined' market

Ferguson to run Octopus-owned Seccl

clock 20 January 2022 • 3 min read
More women seek financial advice as post-lockdown divorces rise, advisers say

Your profession

More women seek financial advice as post-lockdown divorces rise, advisers say

'No longer a big scary journey'

clock 12 January 2022 • 3 min read
SJP compensates client for lack of advice fee clarity and delayed service

Your profession

SJP compensates client for lack of advice fee clarity and delayed service

Client was left to borrow from family

clock 17 December 2021 • 3 min read
SJP academy sees more than 200 graduate

Your profession

SJP academy sees more than 200 graduate

801 graduates so far

clock 16 December 2021 • 1 min read
IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

Your profession

IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

'50 firms by 2025'

clock 16 December 2021 • 2 min read
Celtic FP adds Chartered planner to expand London presence

Your profession

Celtic FP adds Chartered planner to expand London presence

Wales-headquartered Celtic Financial Planning has added Victoria Nabarro to its Canary Wharf-based London team as it expands its London presence.

clock 16 November 2021 • 2 min read
Suffolk adviser Beckett IM buys local IFA

Your profession

Suffolk adviser Beckett IM buys local IFA

Paul Schwer to retire

clock 05 November 2021 • 1 min read
Alex Kerry: Six platform trends that will shape the next investing decade

Platforms

Alex Kerry: Six platform trends that will shape the next investing decade

Looking ahead

clock 05 November 2021 • 7 min read