Exclusive: Intrinsic investment proposition head poached by Dynamic Planner

Intrinsic investment proposition head Chris Jones has joined risk-profiling firm Dynamic Planner to head up its proposition to advisers and asset managers. Jones had been at the Quilter-owned financial advice network since 2012. A chartered and certified financial planner, Jones was previously an IFA and has held roles at major firms like Bradford & Bingley […]

Why selling to a consolidator can be anything but smooth sailing

There are increasing hurdles to consider for advisers making the move to sell their business and trade under a new parent. Recent figures from Nucleus show advisers are shunning the idea of selling to consolidators, thanks to increasing examples of the process going wrong. Figures from a survey of around 200 advisers by the platform […]

Sale rumours swirl adviser platform tech firm

The private equity owners of platform technology firm FNZ are reportedly eyeing a £2bn sale of the company. FNZ powers the Zurich, Standard Life Wrap, Elevate, Embark and Aviva platforms. Quilter is currently replatforming the Old Mutual Wealth platform from DST technology to FNZ. According to Sky News, FNZ’s two private equity backers General Atlantic […]

Martin Bamford: Advisers agree on more than we admit

Harmony is a funny old thing. I have no doubt our profession is in agreement about more than we are in disagreement. A quick scroll through the Twitter feed of an adviser, or the comments section of any opinion piece written for Money Marketing, and you might beg to differ. But there does seem to […]


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