Brandon Russell
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Accelerate Adviser Solutions on growth, outsourcing and getting paraplanning right
When advice firms face restructuring, acquisitions or sudden operational changes, it can be easy for talented teams to drift apart. But for…
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Adviser viewpoint | Truly Independent’s Katie Brinsden on rising to the continued challenge of Consumer Duty
As Consumer Duty becomes embedded into advice businesses and its real-world consequences become clearer, advisers are entering a decisive phase. Looking ahead…
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2026 prediction: From AI noise to real life connection
Nikki Zammit, Founder & Director of Realise Wealth Management, examines how the rapid rise of artificial intelligence in personal finance is exposing…
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Lloyds Banking Group appoints Peter Fitzgerald as Chief Investment Officer
Lloyds Banking Group has announced the appointment of Peter Fitzgerald as Chief Investment Officer, succeeding Kevin Doran, who will leave the Group…
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Fidelity International appoints Graham Folley as Head of Model Portfolio Service and Intermediary Solutions
Fidelity International (“Fidelity”), a global asset manager and retirement savings business, announces the appointment of Graham Folley in the role of Head…
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Making the most of what 2026 has to offer | intelliflo’s Nick Eatock is in festive mood
Taking a practical look at the prospects for the advice profession in 2026 whilst also reflecting on 2025, Nick Eatock, CEO, intelliflo,…
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Transact and Moneyinfo deliver straight-through account opening to reduce manual data entry and accelerate onboarding
Transact and Moneyinfo announce a major upgrade to their integration, introducing straight through account opening that brings the entire journey into one…
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£7 trillion at stake: Unbiased Pro warns most advisers are failing to engage with the Great Wealth Transfer
New research by Unbiased Pro, the UK’s leading AUM growth platform for financial advisers, reveals a gap in advisory preparedness for the…
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Emotional Intelligence: The non-negotiable advantage in financial advice
James Woodfall, founder of Raise Your EI, and Cliff Lansley of the Emotional Intelligence Academy underline why emotional intelligence is becoming a…
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Titan Wealth acquires Morgans Ltd
Titan Wealth today announces its acquisition of Morgans Limited (Morgans), an independent financial advisory firm in Bath, UK. The acquisition brings around…
![[uns] business, handshake, appointment](https://ifamagazine.com/wp-content/uploads/2024/12/getty-images-S_E7-M2iyio-unsplash.webp)
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Brooks Macdonald enhances client proposition through new Lombard lending partnership with Firenze
Brooks Macdonald, the UK focused investment manager with £19.7 billion in assets under management, has announced a new partnership with specialist lender…
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4admin is reshaping data gathering and the future of admin for advice firms
When we last caught up with 4admin back in August 2024, founder Arran Kingston was a one-man powerhouse building tools to simplify…
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UK finance leaders feel AI could be a threat to senior roles – but CFOs are less concerned
The majority of finance leaders feel AI could eventually be a threat to senior finance roles, including their own. This is according…
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£7 trillion at stake: How most advisers are failing to engage with the Great Wealth Transfer
New research by Unbiased Pro, the UK’s leading AUM growth platform for financial advisers, reveals a gap in advisory preparedness for the Great Wealth Transfer, the largest…
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Virgin Money investment business rebranded as Octopus Money Direct
Octopus Money has now completed its acquisition of Virgin Money’s investment business, following FCA approval. As of today, the business is rebranded…
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Broadstone launches second UK Employee Benefits landscape report
Broadstone, leading, independent UK consultancy delivering expert advice to employers, insurers, pension scheme trustees and lenders, has published its second UK Employee…
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Brooks Macdonald announces new partnership with BAFTA
Brooks Macdonald is pleased to announce it has become the Official Wealth Management Partner to BAFTA. A globally renowned charity, BAFTA champions…
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True Potential launches Indigo Smart Assistant® – its AI tool, empowering advisers to work swifter, sharper and smarter
True Potential has today unveiled Indigo Smart Assistant® – its new, proprietary AI tool which looks to revolutionise how advisers and clients…
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Unbiased launches new series on AI implementation in UK financial advice
Unbiased, the UK’s leading financial advice platform, has launched AI in Advice, a new regular interview series bringing together the innovators using artificial…
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Brooks Macdonald announces the appointment of Euan Munro as a Non-Executive Director of the Board
Brooks Macdonald Group plc (“Brooks Macdonald“) announces the appointment of Euan Munro as a Non-Executive Director of the Board, effective as of…
