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Quilter
Mar 18 2024
Quilter hopes platform upgrade will help clients avoid 'unnecessary distress'
Discretionary Management
Mar 18 2024
Former Tees Wealth head teams up with P1 to launch DFM
Technology
Mar 15 2024
NextGen Planners broadens adviser support with new tech lab
Platforms
Mar 15 2024
Third of advisers have changed platforms in past year
Mortgages
Mar 11 2024
Payments cause anxiety for third of mortgage holders
Aviva
Mar 7 2024
Aviva positive about platform performance despite drop in flows
Investments
Mar 5 2024
Kingswood appoints CFO and head of wealth planning
Your Industry
Mar 5 2024
Number of advisers setting up white label platforms has slowed
Highlights
Platforms
Mar 1 2024
Aegon boss confident about workplace arm but platform suffers outflows
Platforms
Mar 1 2024
RSMR brings MPS to 7 platforms
Technology
Feb 23 2024
Söderberg & Partners launches performance analysis tool for advisers
Technology
Feb 22 2024
Data hub rolls out services to advice firms
Novia
Feb 19 2024
Novia Global expands into UAE with Dubai office
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Technology
Feb 19 2024
Wealthtime launches notification centre to save advisers time
Platforms
Feb 15 2024
Virgin Money buys Abrdn's stake in joint investment company
Technology
Feb 15 2024
Financial planner launches back-office software
Technology
Feb 12 2024
P1 Platform launches tool to cut down admin time on reports
Nucleus
Feb 9 2024
Nucleus buys investment platform Third Financial
Long Read
Feb 8 2024
Do DIY Sipps pose a gambling risk to vulnerable customers?
Platforms
Feb 7 2024
Octopus grows shareholding in Seccl as founders depart
Technology
Feb 7 2024
Wealth managers are dissatisfied with tech
Vanguard
Feb 6 2024
Vanguard to launch app for UK investors
Economy
Feb 6 2024
Advised platforms suffer record high outflows
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