Brandon Russell
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Continuum adds Chartered Financial Planner to Wiltshire team
National IFA firm Continuum has expanded its team in Wiltshire with the appointment of Chartered Financial Planner Stephen Hall. Mr Hall has…
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Advisers WILL be replaced by generative AI/ChatGPT but not those that embrace it says AdviceBridge
So, how will generative AI impact wealth management? Some have sighted research from reputable consultancies whilst others have stamped their feet and…
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Dynamic Planner launches Financial Wellbeing Questionnaire to meet requirements of Consumer Duty
Dynamic Planner is set to launch a Financial Wellbeing Questionnaire on Friday 16th June. It has been designed to enable advisers to identify…
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Two-thirds of lenders admit they’re yet to fully review the new Consumer Duty regulations despite rapidly approaching deadline
With less than two months to go before the new Consumer Duty deadline, two-thirds (65%) of UK lenders admit they are yet…
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Labour repeats call to reverse LTA abolishment and introduce targeted carve-out exclusively for NHS doctors
Rachel Vahey, AJ Bell head of policy development comments on Labours call to reverse LTA abolishment. She said: “This feels very much…
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Impact Investing Academy’s ‘Agents of Change’ event proves to be engaging and insightful
This week saw the Impact Investing Academy travel to Bristol for their ‘Agents of Change’ event that showcased the research of leading…
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Wealth Club launches new investment range, powered by Seccl
Seccl, the Octopus-owned embedded investment platform, is supporting the launch of a new investment range for Wealth Club, the UK’s largest investment…
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Praetura launches venture capital trust and appoints former Puma Investments COO at new Praetura Investments division
Manchester-based venture capital investor and small business lender Praetura has launched a new venture capital trust, Praetura Growth VCT plc, as it…
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25 years of the £2 coin: worth half its value to UK consumers since circulation
On the 25th anniversary of the circulation of the bimetal £2 coin in the UK, new analysis from M&G’s Investment Office, the team…
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Brokers urged to “make it happen” with mortgage clinics
National brokerage Just Mortgages is encouraging brokers to integrate into their local communities and host mortgage clinics, with a full suite of…
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