Flourish launches mortgage platform to help RIAs retain assets
On Tuesday, advisor tech provider Flourish launched a residential mortgage platform aimed at helping RIAs...
On Tuesday, advisor tech provider Flourish launched a residential mortgage platform aimed at helping RIAs...
Turn your returns and excess inventory into a strategic advantage. Learn how our platform helps...
Steven Levin, CEO of Quilter Core net inflows rose 28% year-on-year to £2.2bn at wealth...
The integration increases buyers’ purchasing power, accelerates fulfillment, and boosts operational efficiency New York, NY...
AJ Bell has made a number of additions to its adviser proposition this year. AJ...
Gary Appleton, group CEO at Flying Colours Berkshire-based Financial Planning firm Flying Colours has launched...
IFLR weekly roundup: The UK’s FCA approves first PISCES private stock market platform IFLR Source link
Platforms sales trends. Source: The Lang Cat Advised platform AUM climbed 4.36% in the second...
Aviva was the second most recommended adviser platform via Defaqto Engage. Quilter was the most...
Top 5 direct platforms by gross and net sales, Q2 2025, Fundscape Direct platform assets...