News

Total AUM of $7.3bn

In contrast to men who are more likely to prioritise their spouse

A growing trend of consolidation within the sector

New API connection to reduce manual admin for financial advisers

Investment in unregulated Spanish business

USA and KPC meetings

Analyser update to support evidencing platform switches

Former Progeny CTO warns cyberattacks increasing while advice firms remain complacent

US sets sights on EU next

Advisers ‘not aware’ how much they can do with tools they already pay for