Investment platforms are shifting their focus away from consolidation towards developing and upgrading their products, particularly in relation to their technology infrastructure. Meanwhile, Shadforth Financial Service’s Charles Badenach was named Money Management’s Financial Planner of the Year at the Financial Planning Association national conference. This and more in the latest online edition of Money Management.
Concerns high as education deadline approaches
Less than two weeks out from 2026, the profession is waiting to see what the total adviser loss will be...
