Brandon Russell
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Dynamic Planner boosts DFM research capabilities
Dynamic Planner, the UK’s leading risk based financial planning system, has added a new level of granularity to researching and reviewing the performance…
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HSBC Life UK enhances adviser support with IHT calculator
Recent HMRC data shows that total IHT (inheritance tax) receipts for April 2023 to March 2024 climbed to £7.5 billion – £0.4bn…
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RAM Announces New Partnership with Shepherds Friendly and SiriusPoint
Risk Assurance Management Ltd (RAM), a specialist Managing General Agent (MGA), today announces a strategic collaboration with Shepherds Friendly, one of Britain’s…
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PEXA and NatWest Group move closer to delivering 48-hour remortgaging solution for UK home owners
PEXA Group Limited (PEXA) today announced it is progressing a strategic partnership with NatWest that will see the UK lender utilise PEXA’s…
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Mortgage Intelligence introduces new lifetime mortgage proposition in partnership with Air
Air has today announced a new partnership with Mortgage Intelligence, an innovative mortgage network of around 500 advisers. As part of their new…
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US equity funds bounce back in Q1 2024 with £1.5 billion inflow
UK investors returned to the fund markets in March 2024, resulting in inflows to the tune of £446 million, according to data…
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Quilter’s WealthSelect executes ad-hoc rebalance to capitalise on market shifts
Quilter’s WealthSelect managed portfolio service has conducted an ad-hoc rebalance on Monday, 22 April, across its WealthSelect Managed range. Portfolio manager Stuart…
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Quilter Financial Planning appoints senior relationship manager to enhance AR development
Quilter Financial Planning, the advice network, has announced the appointment of Joanne Bean as a senior relationship manager. She joins after spending…
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Nottingham Building Society launches innovative mortgage solution for foreign nationals to meet broker demand
Nottingham Building Society is today launching an innovative mortgage solution designed to support the growing number of foreign nationals who work in…
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Boardroom leadership needed to manage AI risks and drive trust
Chief executive officers (CEOs) and chief financial officers (CFOs) need to build trust in artificial intelligence (AI) by taking steps in their…
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