Financial Planner-focussed fintech firm Clever has launched a new free PROD guide to help IFAs to design and deliver financial solutions for their clients whilst working within the regulatory framework of MiFID II.  

DFM and IFA support firm Tatton Asset Management has acquired a subsidiary of Tenet in a £2.7m deal.

North West independent financial adviser Acumen Financial Partnership has boosted its management team with the addition of a Chartered Financial Planner as the expanding firm’s funds break through the £250m level for the first time.

National advisory firm Beaufort Financial has completed its newest partnership with Akrivis Wealth, the 19th such arrangement with an IFA firm.