Stay updated with breaking news from Mark Polson. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Letters of authority (LoAs) and transfers remain a big barrier for those working in advice firms and financial planning practices, according to the latest report by The Lang Cat.
Letters of authority remain far too much work for many advisers hard hitting research finds.
Good morning and welcome to your Morning Briefing for Thursday 30 June, 2022. To get this in your inbox every morning click here. NextGen CFP challenge NextGen Planners will this week kick off a free 60-day challenge to help financial planners working on the level 6 advanced certificate in financial planning from the
Private equity (PE) firms are strengthening their grip on the advice sector by purchasing the leading big-name platforms. Nucleus, Novia and James Hay are now owned by PE firms.
Platforms have been urged to do due diligence on advisers and IFA firms before buying them. Langcat principal Mark Polson made the call at the monthly Langcat Homegames yesterday (6 April).