Defaqto CEO: We want to understand advisers' needs even more
WEBDec 20, 2023 · There is not doubt that 2023 has been a busy year of growth for Defaqto. The business, best known publicly for its star ratings, continues to have its teeth firmly sunk into multiple arms of the ...
The new RMAR reporting requirements: A breakdown
WEBNov 8, 2011 · Following a consultation in May, here are the new reporting requirements: -Firms will need to record the charging structures in the original proposals (per hour and percentage of investment) and ...
Tech review: Voyant's cash flow software - Professional Adviser
WEBMay 5, 2011 · There are currently 580,000 SIPPs in the market – a growth of 30%. Two years ago, a young US-based company, Voyant launched its cash flow planning software in the UK. The decision wasn’t a ...
Tech Review: Axa Elevate - professionaladviser.com
WEBFeb 3, 2011 · AT8's Mark Loosmore investigates how AXA Wealth's Elevate platform has successfully set out its stall to align itself to the IFAs' perspective.
AIFA rebrands as Association of Professional Financial Advisers
WEBSep 21, 2012 · AIFA rebrands as Association of Professional Financial Advisers. Rahul Odedra. 21 September 2012 •. The Association of Independent Financial Advisers (AIFA) is to change its name to the ...
Succession Wealth acquires Pannells Financial Planning
WEB17 January 2022 • 2 min read. Succession Wealth has acquired Pannells Financial Planning, which looks after £1.4 billion in client assets, the firm revealed. The deal takes Succession Wealth's ...
Flying Colours: Does Guy Myles' low-cost advice firm pass the test?
WEBMar 10, 2016 · Guy Myles is the founder of Flying Colours, a low-cost advice firm that launched last week. The company provides advice via webchat or phone services combined with its bespoke platform. It says ...
Mattioli Woods updates on Pollen Street Capital acquisition timeline
WEB19 August 2024 • 1 min read. Mattioli Woods has updated on the timeline of its £432m sale to private equity firm Pollen Street Capital’s Tiger Bidco, first announced on 8 March 2024. A court ...
Ten things you didn't know you could do on FE Analytics
WEB05 March 2014 • 5 min read. Introducing the first in a series of helpful hints and tips on the research tools most used by advisers and paraplanners, we reveal ten things you didn't know you ...
ValidPath launches 'turnkey succession solution' for IFAs
WEB23 May 2022 • 2 min read. Advice network ValidPath has launched what it calls a "complete solution" for IFAs to access liquidity and retire on their own terms. The firm said that, against the ...
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