Platform to support advisers managing multiple software solutions
The Exit Partnership, Change Squared and AspireExec form ‘Melo’
Rich Fox sheds light on firms’ readiness for upcoming SDR
James Rainbow underscores urgency of attracting new advice talent
Non-exec director retains 23.8% of shares in the company
AI can help the industry explain the value of advice to the FCA
There has been a 47% increase in cash advice over the last three years
Intelliflo, PortfolioMetrix, and First Wealth included as sponsors
His Majesty succeeds Her Late Majesty Queen Elizabeth II
The firm is on an acquisition spree as it plans to buy ‘several’ firms this year