Just as temperatures began to cool slightly from the heatwave, this week the advice profession saw more activity from the regulator, with yet more consultations and updates to digest.
MKC Invest, the discretionary model portfolio manager within MKC Wealth, has found the more disciplined way to invest in robotics is through the supply chain rather than the headline humanoid robots.
SEI has received regulatory approval to launch two long-term asset funds (LTAFs) to expand its private markets offering.
Financial services mutual Wesleyan has launched two new with profits funds designed to increase access to the benefits of smoothed investments for advisers and their clients.
Technology platform Afternoon aims to improve data integration and quality for financial advisers in a profession where “it sits all over the place”, the firm tells Professional Adviser.