With Finchley & Kent coming in second place for adviser growth in 2024, its managing director shares why word-of-mouth referrals are critical to its success. Wealth Data’s recent calendar year wrap-up ...

Franklin Templeton has launched a new active exchange-traded fund (ETF) for investors seeking stable and growing income streams. The investment manager unveiled the Martin Currie Real Income Fund - ...

The platform market is more likely to grow than consolidate in the upcoming years, according to platform expert Recep Peker. Last week, Money Management wrote that the “era of platform promiscuity” – ...

Insignia Financial has looked internally to appoint its new chief technology officer (CTO), following the announcement of its new operating model last July. The wealth management firm confirmed that ...

Advice veteran Paul Harding-Davis is to step down from licensee AdviceIQ Partners after eight years, and the business has appointed a new general manager. Harding-Davis has worked as general manager ...