Fintech and investment provider Timeline has partnered with The Pension Lab to offer a digital solution to automate and streamline the Letter of Authorisation (LOA) process for advisers.
Fintech and data firm FE Fundinfo has acquired adviser platform and product selection tool provider AdviserAsset.
Australian-owned fintech Iress said its UK subsidiary had achieved a “significant” turnaround in financial performance this year after it refocused the business on sourcing and wealth.
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