Meg Bratley
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Money market funds explained: What are they and why do investors use them?
Money market funds have become increasingly popular as rising rates increase the appeal of near-cash assets. AJ Bell Investments last year launched its…
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Precise Mortgages Becomes Precise
Precise Mortgages has always been an iconic lender within the specialist sector and in recognition of its leading position, a new brand image…
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MPowered boosts sales team with new hire
MPowered Mortgages, the fastest prime residential mortgage lender in the UK using AI to speed up and simplify the mortgage journey, has…
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New IFA-built app becomes first to offer anyone free, real-time access to their entire net worth on their mobile phone wherever they are in the world
Independent Financial Advisory, Hoxton Capital Management, which has $1.2bn assets under management is to offer anyone free, real-time access to their entire…
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Rachel Coles joins Broadstone as Workplace Engagement Consultant from Mercer
Broadstone, a leading independent pensions, employee benefits, investments and insurance consultancy, is delighted to announce the appointment of Rachel Coles as a Workplace Engagement Consultant. …
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Top mental health support data from Canada Life’s MyStrength
With one in four people experiencing a mental health problem of some kind each year, access to support is more important than…
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Almost half of Cirencester Friendly claims in 2023 were from millennials
Individual income protection provider Cirencester Friendly paid 95.8% of claims in 2023, maintaining their strong record of being there when Members need…
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MBS Sector sees sharp move to electronic trading
BondXN, Inc. (https://bondxn.com) reported that mortgage clients traded seven times securities by volume on its electronic platform in 2023, with an increase of…
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AI – healthcare needs you! Latest investment note from 7IM
David Freitas, Investment Writer, 7IM, is reflecting on last week’s Budget speech and the announcement of a big chunk of funds being…
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GBST upgrades its Salesforce based WealthConnect practice management system to enhance adviser efficiencies and client outcomes
London – GBST, a leading global provider of wealth management administration, adviser, and digital technology solutions, has unveiled significant upgrades to its…
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