News

Proposed regulations yet to clarify what is an ‘acceptable’ cash holding

Has ‘ready-made’ workflows, follow-ups, CRM updates and compliance checks

CEO Matt Timmins bullish on Plannr’s growth

Hollee Vivian launches initiative with adviser peers

Partnership with PXN Investments

Upper Tribunal decision

Cera Taylor launches 123-Wealth

Could cost users ‘tens of thousands of pounds’

'Platforms are a major barrier to using ETFs, according to advisers and wealth managers'

Six self-employed financial planners