P1 Platform and Firenze to offer advisers loans backed by investment accounts
Provides clients with liquidity without having to sell investments
Industry
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Cannacord Genuity strikes deal to acquire £900m Cantab Asset Management
Expected to complete in the third quarter of this year
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Omnis Investments launches new MPS
New Omnis Agility range will hold about 30% of assets in ETFs
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Invesco enters strategic partnership with Just Group to launch retirement solution
The new product will combine Invesco’s MPS with Just Group’s Secure Lifetime Income solution
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Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline
FCA Consumer Duty compliance deadline 31 July
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Aegon launches CPD hub for advisers
The hub provides videos presented by industry experts
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PEOPLE MOVES: Abrdn, Premier Miton, Liontrust, Aviva Investors
Stephen Bird heads for the exit
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How AI can enhance investment strategies
Daniele Grassi, co-founder and CEO of Axyon AI, lays out how artificial intelligence is helping money managers
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Premier Miton AUM increases by 9% despite uptick in net outflows
Group publishes its half-year results to 31 March 2024
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Wealth Dynamix and Oxford Risk partner-up
Aiming to integrate behavioural science into the client lifecycle
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Nine in 10 advisers expect sector M&A to accelerate
Smaller companies finding it increasingly harder to compete
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Robin Powell: Nobody has a retirement number
Estimating the cost of retirement is ‘fiendishly complex’