Business & Development
-
Advice firms’ profitability blind spot | understanding client cost-to-serve
Most advice firms can quickly tell you their assets under management, recurring revenue and headcount. But far fewer can identify which individual…
-
NextWealth: Mind the transaction data gap
Granular transaction data, firm-level MI, and consistent formatting remain the most prominent gaps in data delivery by platforms and pension providers, according…
-
The Paraplanner Club partners with Fundment to expand free mentoring
The Paraplanner Club, the UK’s free mentoring community dedicated to supporting current and aspiring paraplanners, has partnered with Fundment to transition to…
-
Advice firms risk being left behind without operating model overhaul, warns white paper
Technology alone will not solve advisers’ capacity and profitability challenges, authors argue Most advice firms aren’t failing. But they are running out…
-
Moneybox expands retirement offering as it launches new pension drawdown service
Moneybox, the award-winning wealth management platform, has today announced the launch of pension drawdown for its Personal Pension customers, enabling them to…
-
FE fundinfo reveals the industry’s top 10% of fund managers 2026
FE fundinfo, a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific through its Nexus platform, today…
-
AJ Bell adds intelliflo zerokey to suite of time-saving adviser tools
AJ Bell Investcentre is pleased to announce an integration with intelliflo zerokey, adding to its suite of time-saving adviser tools. The integration…
-
Patrick Murphy | Why I created a cyber clinic for IFAs
Cyber risk is no longer an IT issue to be delegated and forgotten by advice firms. It is a governance and leadership…
-
What nobody tells you about selling your advice firm | Laura Young tells us her story
Selling a financial advice business you’ve built up over the years is never just a transaction, it’s a deeply personal decision. And…
-
Aberdeen Adviser pilots Woven Advice for platform switching and bulk book transfers
Aberdeen Adviser is piloting with Woven Advice to simplify platform switching and bulk book transfers. Using platform, crm and back-office data, Woven…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
