Brandon Russell
![[uns] business, handshake, appointment](https://ifamagazine.com/wp-content/uploads/2024/12/getty-images-S_E7-M2iyio-unsplash.webp)
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How AI can help IFAs meet Consumer Duty without losing the human touch
As the Financial Conduct Authority’s Consumer Duty raises expectations for fairness, consistency and documentation, advisers face growing pressure to balance compliance with…
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Guest insight |The new outsourcing: intelliflo’s Richard Wake why advice firms are increasingly turning to technology
As advice firms look to boost efficiency and client engagement, many are discovering that the smartest outsourcing decision isn’t to a third…
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Evelyn Partners recruits ex-pro rugby player to Edinburgh financial planning team
Evelyn Partners has appointed ex-professional rugby player Chris Dean to its Edinburgh financial planning team. Chris spent over a decade with Edinburgh…
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LV= marks 20 years of smoothed investment innovation
Investment, protection and retirement specialist LV= is proud to celebrate two decades since the launch of its first smoothed investment product, the…
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ComplyAdvantage unveils new platform to fight surging financial crime
ComplyAdvantage, today announces the launch of Mesh, an AI-native platform that unifies customer and company screening, customer risk scoring, transaction monitoring, and…
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Bottomline announces embedded AI agent to transform treasury and cash management
Bottomline, a global leader in business payments and cash management, has announced the forthcoming launch of an advanced AI agent integrated into…
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Hoxton Wealth acquires Manchester-based FA to expand its North of England presence
Financial advisory and wealth management firm Hoxton Wealth hasexpanded its presence in the North West of England with the acquisition of Haven IFA, a…
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Congratulations to all the PFS Personal Finance Awards 2025/26 winners – and a near miss for IFA Magazine!!
Winners of the Personal Finance Society (PFS) Personal Finance Awards 2025/26 were announced yesterday afternoon at a prestigious ceremony in London. The…
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Wealth management is a journey, not a transaction: Simplify’s Nick Clarke encourages intermediaries to rethink their client experience proposition
Simplify’s Nick Clarke explores how wealth management must evolve beyond a transactional model to meet the realities of modern life. Today’s clients…
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Triple Point supports Wilson Partners with £35 million to accelerate growth strategy
Triple Point Private Credit announce the expansion of its long-standing partnership with Wilson Partners, a leading accountancy and corporate finance firm, through a £35…
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mallowstreet launches self-service AI to help advisers lower the cost to serve, while enhancing the human connection
mallowstreet, the B-Corp behind the trusted adviser-tech platform SOFI, has launched a major upgrade. SOFI Self-Service is a new function that allows…
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AFH acquires Avidity Wealth Management
AFH Wealth Management is pleased to announce the acquisition of Avidity Wealth Management Limited, a well-established financial planning firm based in St…
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CII and PFS recognise excellence with Apprenticeship Awards and Qualification Prizes
As part of its commitment to upholding professionalism, and developing the next generation of talent, the Chartered Insurance Institute (CII) and Personal…
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When the cloud crashes: McAfee’s Vonny Gamot on what AWS’s outage teaches us about cyber risk
By Vonny Gamot, Head of EMEA at McAfee Yesterday’s Amazon Web Services (AWS) outage served as a stark reminder of how deeply…
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Younger advisers more likely to be working with new clients – latest research reveals their value may be bigger than we realise
Featuring the views of over 200 financial advice professionals, NextWealth and Aegon’s latest research guide, Organic Growth for Financial Advice Firms, has revealed…
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Vanguard’s 2025 Adviser Survey: when it comes to advice investors value relationships over performance
Vanguard’s Advisory Research Centre (ARC), today launched the inaugural Client Connect: Vanguard Advice Survey 2025. Based on responses from over 1000 advised investors and 200 financial…
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Brooks Macdonald announces sponsorship of UK tennis star Lloyd Glasspool
Brooks Macdonald, a UK focused wealth management company, is delighted to announce its official sponsorship of professional tennis player Lloyd Glasspool, the…
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Octopus Ventures appoints Head of Portfolio Strategy
Octopus Ventures, part of Octopus Group and a pan-European Venture Capital team investing in the people, ideas and industries that will change…
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PIMCO Names Lotfi Karoui as Managing Director and Multi-Asset Credit Strategist
PIMCO, one of the world’s premier fixed income investment managers with deep expertise in public and private markets, announces that Lotfi Karoui…
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Are we in an AI bubble?
Artificial Intelligence has captivated investors and policymakers alike, but is the excitement justified or are we in the early stages of an…
