Tech solutions provider EV has launched a new “game-changing” financial planning tool to help advisers deliver a “complete advice journey” to their clients. EVPro is made up of five integrated “modules”, which allow users to assess, build, stress-test, review and solve their clients’ financial plans.
The Investment Firms Prudential Regime (IFPR) became effective on 1 January 2022. I’m not a financial advisor or investment manager, but I run one of the country’s largest wealth management M&A advisory practices,