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).
Good morning and welcome to your Morning Briefing for Thursday 7 April, 2022. To get this in your inbox every morning click here. Adviser due diligence Platforms have been urged to do due diligence on advisers and IFA firms before buying them. Lang Cat principal Mark Polson made the call at the monthly Lang Cat
Verso Wealth Management has announced its purchase of CDC Wealth Management Limited. The acquisition furthers Verso’s ambition to build a market leading, national wealth management group.