Aberdeen does not have immediate plans to “switch Elevate off” and will continue to improve it for adviser users, however, ...

Oakglen Wealth Holding (Jersey) has acquired Homebuyer Financial Services (HBFS), an independent financial planning firm ...

News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance ...

Mercer, a global provider of independent investment advice and solutions for institutional investors, is set to acquire ...

When Platform One bought a pension business CEO Alex Cowan-Sanluis had to deal with pension transfers on a big scale. Here he ...

The UK’s platform model portfolio service (MPS) market has grown at a “remarkable rate” in recent years, Platforum has found.

The clients will be serviced by part of Loyal North's regional hub Milsted Langdon Financial Planning (MLFS), based in ...

The Financial Conduct Authority’s (FCA) communication around targeted support is expected to “ramp up” as further guidance is ...

When it comes to assessing and monitoring potential and current managed portfolio service (MPS) providers, smaller advice ...

Advice in IHT mitigation is vital and could distinguish an advice firm's service from the competition by creating added value ...

Kent-based Christopher Barker, trading as Apollo Pension & Investment Advisers, has been declared failed by the Financial ...