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Plannr Launches new mobile app, extending fully integrated client portal
Plannr Technologies Ltd, the modern, API-first CRM provider for financial advice firms, today announced the launch of its…
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Simplybiz Mortgages and FIBA add sourcing partners to specialist property finance panel
Following the launch of their joint initiative, the Specialist Property Finance Panel, in January, Simplybiz Mortgages and the…
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Financial advice needs humans and AI tools working in tandem, say ammonite AI founders
Faster delivery of quality advice requires advisers, paraplanners and administrators working in tandem with the AI tools they…
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IFS: New disability benefit awards continue to fall but remain well above pre-pandemic levels
In a briefing note released today, the IFS is highlighting that between mid-2021 and mid-2024, the number of…
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Propertymark CEO discusses market resilience, AI and the future of home moving with fellow property guru Phil Spencer
Nathan Emerson, CEO of Propertymark, has appeared on the latest episode of the Move iQ Podcast to discuss…
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Only 14% of employees are on track to retire when planned
New research by high-interest savings platform Flagstone shows that just 14% of people are ‘on track’ to retire at their desired…
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Titan Wealth launches dedicated sports division to support elite athletes, clubs and wider sports industry
Fast-growing, fully integrated wealth management firm Titan Wealth today launches its dedicated Sports Division, a specialist offering designed to…
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Quilter Cheviot named title sponsor of squash’s 2026 British Open
Quilter Cheviot has been named the title sponsor of this year’s British Open, the prestigious squash tournament held…
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Wealth Club: Students left paying more as government drops RPI for green subsidies but not Plan 5 student loans
Graduates already navigating the long tail of student debt may feel the rules are shifting against them once…
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Four tax changes to watch out for in the 2026/27 financial year
As the 2025/26 tax year draws to a close, many clients will already have acted on year-end planning…
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