Meg Bratley
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Time4Advice strengthens partnership with FinCalc
Time4Advice, the creators of CURO: the next generation wealth management solution built on Microsoft Dynamics 365, has bolstered its strategic collaboration with…
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The Openwork Partnership – New Charity Partner
The Openwork Partnership, one the UK’s largest financial services networks, has announced Young Enterprise as one of its new national charity partners…
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Women value a personal wealth service more than men – JM Finn
Understanding what drives satisfaction for different clients is essential as wealth firms look to manage the vast transfer of wealth to the…
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59% of Financial Services Employees Have Their Working Time Strictly Monitored
Report suggests leaders need to give ALL employees some autonomy and flexibility over how they accomplish their work A controlling and inflexible…
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Foster Denovo awarded highest Investors in People status for developing staff
The Financial advisory group Foster Denovo has been recognised for its excellence in developing its employees by achieving the Investors in People…
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Regulatory Scrutiny amidst Starling Bank changes: Comment from Dun & Bradstreet
As geopolitical tensions and economic turmoil increase regulatory pressure on UK businesses, Starling Bank has intensified efforts to recover debts and enhance compliance measures.…
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Market turbulence to rock France and Eurozone ahead of elections
Written by Patrick Barbe, European fixed income head and senior portfolio manager at Neuberger Berman Midway through a record-breaking year for elections, we have just…
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M&G Wealth research finds over a quarter of advisers don’t segment their client base: launch of best practice guide
New research from M&G Wealth shows that one in four financial advice professionals say they aren’t segmenting their client base which might…
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Average first-time buyer mortgage payment up 61% since last election
A new first-time buyer study from the UK’s biggest property website Rightmove has revealed that the average first-time buyer mortgage payment has…
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RBC Wealth Mgmt comments on Rachel Reeves delaying private school VAT fees until 2025
Commenting on the news that Rachel Reeves is planning on delaying private school VAT fees until 2025, Kevin O’Shea, Director, Wealth Planning…
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