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Media Pack / Portfolio
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Media Coverage
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Platform provider bags 60 IFA clients in 8 monthsCustomised platforms and digital advice journeys should not just be options for the UK s largest IFAs according to a fintech firm helping mid size and smaller advice firms take control of their technology
International Adviser
Rivals ‘will almost buy anything’ says IFA acquirerMedia-shy Loyal North discusses why, unlike many of its competitors, it chooses to keep ‘deliberately under the radar’ #ukadviser
Money Marketing
Closing the advice gap by empowering young advisers | Money MarketingLast week an article in Money Marketing revealed the challenge that the financial services industry is facing when recruiting young advisers.
FTAdviser.com
Fintech firm promises advisers ‘ten times their clients’JustFA a fintech firm helping financial planners deliver an online advice channel has claimed its technology could increase an adviser s client base tenfold
Citywire
Why we built our own tech solutions: First-hand accounts from advisers and wealth managersMost people look for a new provider when they spot a flaw in their tech stack. Others build a whole new solution from scratch.
FTAdviser.com
Hybrid adviser investment platform launchesA new adviser investment platform has launched allowing advisers to service their clients online while finishing off the advice process in person