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Fundinfo’s ‘master stroke’

13 September 2024

FE fundinfo’s acquisition of AdviserAsset has been called a ‘master stroke’, expanding its due diligence capabilities. Fe fundinfo said the deal will enable its clients to benefit from “enhanced market-leading financial planning software solutions” that streamline client engagement and onboarding, financial research and planning and investment product selection and reporting. The firm said advisers...

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The danger of using models

13 September 2024

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Beyond growth: contrarian strategies in Asia

13 September 2024

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Labour urged to simplify ISA regime in Budget

13 September 2024

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FCA conducts pensions engagement experiment

12 September 2024

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Retirees struggling with income approach

12 September 2024

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Over 55s cut back to be mortgage free

11 September 2024

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Michelle Hoskin launches Business and Ops manager network

10 September 2024

Standards International has launched a new ‘Business and Operations Management Network’ to support managers in gathering the knowledge, skills and confidence needed to progress their career. The initiative, the...

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R06 Webinar: Practical guidance – with October Case Studies: 16 Sept, 12.30pm

10 September 2024

Professional Paraplanner will be hosting another webinar presented by Natalie Dawes from Bespoke Training Solutions (BTS). September’s webinar will concentrate solely on the R06 Financial Planning Practice exam and...

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