Victoria Bell

Sources say that the regulator has been examining the issue of money laundering on platforms for over a year, with the focus now also shifting to partner firms using the platforms.

UK equities are set to be a winner over next 12 months according to survey of 293 advisers.

A source told Citywire that the platform is conducting due diligence on the sale and consultants are calling the project Project Sword.

The platform tech provider must not ‘enter into any agreement with an existing or new client’ of the firm without the prior written consent of the FCA.

The search comes after Brooks spent four years and several million pounds on a new platform with tech provider SS&C.

Jim Aikenhead joined Martin Bown Financial Services as a financial planner in 1990 and worked his way up to become managing director, before the business eventually took on his name.

Wendy Crawford will lead new platform's risk and compliance team. Halo Invest has hired Wendy Crawford as its new head of risk and compliance as the business gears up to launch its adviser platform in the new year.

Citywire asked advisers how they dress to see clients, and it appears the suit and gilets are out, while Lululemon chinos and hoodies reign supreme.

Exclusive: Alexander Filshie to depart at end of 2024, with platform on hunt for permanent successor.