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Applications for free Verve adviser training hit 400; 10 places secured by donations We Are Change calls for more support Cathi Harrison: "It’s exciting to see the momentum build for the We Are Change initiative." The Verve Group initiative We Are Change, a not-for-profit that offers free training to budding financial advisers, has so far received 400 applications in its first two weeks, but only enough donation pledges to support 10 trainees. The not-for-profit initiative, launched in October last year, was designed to build capacity across all levels and roles within financial services. I...

A summer of fun and spending is widely predicted as we emerge from lockdown life. But any potential surge in spending, initial or otherwise, over the course of the latter months of 2021 will raise the issue of sustainability of capital into the longer term, writes Keith Churchouse

Octopus-owned platform technology provider Seccl has partnered with Loyal North PLC to launch its own platform to provide a better service for financial advisers.

Octopus' Seccl helps launch platform which looks to reach £1bn AUA in two years 0.5% ongoing fees Sam Handfield-Jones: We’re delighted to have supported Loyal North on their journey to operating their own platform." Octopus-owned platform technology provider Seccl has partnered with Loyal North PLC to launch its own platform to provide a "better service" for financial advisers. The firm said the platform, titled JustFA which is a subsidiary of Loyal North, will allow advisers to carry out every step of their advice journey within one system. As well as the typical functionalities... Sign I...

Truinvest acquires NLP Financial Management and Birchwood Investment Management Undisclosed fees Truinvest Group, a financial planning group established in 2019, has acquired NLP Financial Management (NLP) and Birchwood Investment Management. The purchase of the two firms has taken Truinvest to £1.1bn of assets under advice and management, which was set up in 2019 by former Mattioli Woods' Mark Smith and Micky Johal. The acquisition, the... Sign In To read this story please register PA is dedicated to championing professional advisers. It helps you build your business, service clients and g...