Meg Bratley
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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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Quantum Advisory promotes Darren Wateridge to Principal Consultant in London
Quantum Advisory, the leading independent financial services consultancy, today announced the promotion of Darren Wateridge FIA to the role of Principal Consultant. Darren, who…
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Should first time buyers go for new build properties?
In today’s challenging property market, the dream of homeownership can seem increasingly out of reach for many. However, with the surge in…
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Smartr365 and Legal & General Mortgage Club reveal next stage of technology partnership
Smartr365, the end-to-end mortgage and protection CRM platform, has announced the renewal of its longstanding partnership with Legal & General Mortgage Club. Legal…
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UK labour market cools but inactivity the biggest cause for concern
Danni Hewson, head of financial analysis at AJ Bell, comments on the latest UK jobs figures: “Things are tightening up in the UK jobs…
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Mortgage shelf-life plummets and lenders hike rate
Moneyfacts UK Mortgage Trends Treasury Report data reveals the average shelf-life of a mortgage product plummeted to 15 days, with lenders increasing fixed…
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Just Mortgages promotes Tara Panayi to mortgage manager
Just Mortgages, one of the UK’s largest mortgage brokerages, has announced the promotion of successful mortgage and protection adviser Tara Panayi to…
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Half of British adults want help understanding how much to save for retirement, finds EV
Research from financial technology firm EV in conjunction with Opinium, finds that half (49%) of British adults would like help understanding how…
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Study reveals nearly one in two are worried about running out of money in retirement
Fear of running out of money in retirement is rising with nearly half (48%) concerned their savings will not last them through…
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