Fidelity Adviser Solutions has completed its latest integration with Origo Integration Hub, which is expected to provide “greater and more direct access to client data”.
Advised platforms recorded their worst net sales in the second quarter of 2023 amid tough economic challenge. Net sales came in at £2.8b down 38% on the first quarter, according to consultancy firm Lang Cat.
Nearly three-quarters (72%) of advisers want fully digital platforms, however, many remain unable to meet IFA’s demands, according to a study from NextWealth.
Good morning and welcome to your Morning Briefing for Friday 23 June, 2023. To get this in your inbox every morning click here. Advice/Guidance working group The chief executive of Wealth Wizards has been appointed to the Advice/Guidance boundary review working group. Ben Hampton will join other industry experts in