Brandon Russell
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Dynamic Planner enriches ATR with launch of Financial Personality Insights
Dynamic Planner, the UK’s leading digital advice platform, has enhanced its market leading Attitude to Risk (ATR) questionnaire with the launch of…
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Preventing and understanding data theft in your organisation
Your data is more than just numbers and files – it’s the lifeblood of your organisation. Imagine a single moment of vulnerability…
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Financial Planning Week offers Britons a chance to bust the myth the financial planning is expensive, says Continuum
Financial Planning Week offers Britons the chance to bust the myths around taking financial advice and gain valuable free advice, says Continuum.…
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Study reveals half of over 55s fear they’ll run out of money in retirement
Over-55s are worried about running out of money in retirement and are confused about retirement income options, new research* from behavioural finance…
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Canada Life appoints new Managing Director for its retirement business
Canada Life has appointed Peter Maddern as Managing Director of Retirement, effective from mid-February 2025 subject to regulatory approval. Peter will join…
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Quilter adopts VouchedFor’s Elevation system to support its advice network
Quilter Financial Planning has adopted Elevation, VouchedFor’s enhanced client survey system, to further support its network of advisers. The FCA’s Consumer Duty…
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Precise slashes bridging rates and launches developer exit
Precise, part of OSB Group, has made considerable rate reductions across its entire bridging range and introduced a new developer exit product,…
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Octopus Investments Appoints Co-Heads of Retail Investments
Octopus Investments (Octopus), an investment manager on a mission to invest in the people, ideas and industries that will change the world,…
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The Flower Group launches groundbreaking M&A support service for wealth management sector
The Flower Group has announced the launch of its innovative M&A support service, a market-first offering tailored for the wealth management sector.…
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North East tops yields in UK rental market, according to Lendlord Q4 2024 HMO report
Property management and financial platform Lendlord has published its inaugural HMO Data Analysis Report, providing detailed insights into the Houses in Multiple…

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