<p><span>The </span><b>Chartered Institute for Securities & Investment</b><span> (CISI) and </span><b>NextGen Planners</b><span> present </span><a href="https://www.changefest.co.uk/" target=" blank"><b>CHANGE</b></a><span> on 5</span><span>th</span><span> October 2022 at the Camp and Furnace warehouse in </span><b>Liverpool</b><span>. An exciting, new style of financial planning and advice event designed to showcase the career potential of the profession.</span></p>
14
th May 2021 9:02 am
Good morning and welcome to your Morning Briefing for Friday 14 May, 2021. To get this in your inbox every morning click here.
A challenger’s ambitions
There are deals taking place all over the advice market of late with ambitious upstarts taking on established players.
One to watch is platform Hubwise that has just announced a tie up with fintech Moneyinfo.
The management at Hubwise have big plans and this new development underscores the intention to meet growth targets.
The deal also shows the fierce competition among platforms and fintechs to show advisers their digital infrastructure is cutting edge.