Business and Development
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The P1 Platform launches customer mobile app
The P1 Platform (P1) today launches its customer app to allow advised clients to see their platform account anytime, anywhere. P1 says that…
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PFS celebrates over 100 new Chartered and Fellow members in graduation ceremonies
On Friday (24 November) the Personal Finance Society (PFS) celebrated the graduation of 57 Fellows and 58 Chartered members in two ceremonies at Westminster…
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Smooth audit still key objective when it comes to year end pensions accounting, according to LCP poll
A smooth audit with no surprises topped the list of year-end accounting objectives in a recent LCP webinar poll of over 70…
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Bankhall revolutionises audit services with Model Office roll-out
Bankhall, a leading provider of support services, is revolutionising its audit process with the roll-out of Model Office-MO® to its 800 directly…
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Seccl and moneyinfo to launch market-leading enhanced integration
moneyinfo, the leading client portal supplier for advisers and wealth managers, is developing a sophisticated client onboarding integration with Seccl, the Octopus-owned…
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Hybrid work here to stay as companies embrace flexibility observes GlobalData
The ongoing advancements in technology have made remote collaboration more feasible and seamless than ever before. Collaboration tools have become essential in…
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91% of advisers say poor service from platforms impacts their business: Parmenion/lang cat research reveals
Parmenion has today unveiled a research report, in conjunction with The Lang Cat, which reveals how far short of expectations many adviser…
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Perspective announces 20th acquisition of the year – joining with Primera WM
Perspective Financial Group has announced today that it has completed a further acquisition, of Primera Wealth Management based in Essex. It means…
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Opinion: Why flexible working is key to supporting talent management and D&I inclusion in financial planning profession
The financial planning profession is confronting a significant challenge – an ageing workforce that requires innovative solutions. In this blog for IFA…
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Succession Wealth appoints Daniel Jones as Head of M&A
Succession Wealth announces the appointment of Daniel Jones as Head of Mergers & Acquisitions. Daniel will be a key member of the…
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