Rathbones rolls-out Iress Xplan in financial planning unit
Xplan will also be used for integration with Investec Wealth & Investment
Industry
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Quilter adds four more firms to advice network
Dundee-based Andy Caterer Wealth Management among the new firms
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Fidelity International strikes £29m adviser platform software deal
Sonata underpins Fidelity’s adviser platform
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Hargreaves Lansdown extends deadline for proposed acquisition
Comes after additional extensions from June bid
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Titan Wealth appoints Ian Wood as group CIO
CIO of Titan Asset Management John Leiper exits
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Are decumulation strategies fit for purpose?
Experts weigh in on whether the advice industry is getting it right
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PEOPLE MOVES: Allianz GI, Invesco, Quilter, AVI, Nuveen, Amati
Jeremy Gleeson will join AllianzGI
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Evelyn Partners expands in the North with Haines Watts deal
Manchester, Leeds and Newcastle offices acquired
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How non-dom clients will be affected by UK tax changes
GSB’s Mauro De Santis Bo argues proposed reforms present a ‘complex challenge’
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FCA’s Mills welcomes ‘feast of frogs’ as advisers make Consumer Duty progress
Speech made to mark one year anniversary
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One year of Consumer Duty: Industry grapples with advice gap amid added requirements
Research from the lang cat and Octopus Money shows move away from smaller clients
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Quilter hires former RBC Brewin Dolphin executive as COO
Succeeding the retiring Karin Cook