News

Centology integrates the Pathlines Pensions SIPP form into CRM

Data from Project Exit shows regional and local advice firms make up more than half of buyers

Investment Association figures show

More than two thirds flag concerns about clients turning to AI for financial advice

Fifth provider to enter the market

Accused of promising financial rewards for personal details

Due to appear at Westminster Magistrates’ Court

For ‘ambitious’ advisory firms

For clients with more than £1m of investable assets

Supports firms with CRM‑led workflows and increasingly digital advice journeys