In an ambitious stride towards enhancing support available for vulnerable customers, Helen Pettifer Training Ltd announces the launch of its new website. The FCA Financial Lives survey indicates that around 47% of all customers have characteristics that could make...
Business and Development
Question Poll Results Revealed
As part of GBI & IFA Magazine’s weekly question series polls, we recently ran another series of questions across our Twitter platforms (@GBIMagazine) (@IFAMagazine). The poll delved deeper into a wide range of industry topics and asked our audience a series of 4...
Cavendish advises on new cybersecurity deal
Latest deal for Cavendish’s technology team highlights growing expertise in the cybersecurity sector Cavendish, the full-service investment bank for growth and investment companies, is pleased to announce that it has advised on the sale of Arculus, a highly...
The impact of Artificial Intelligence (AI) on the Pensions and Insurance Industries
Looking forward to 2024, the trajectory of AI technology and how it will transform innovation, trust, security, and efficacy in financial services is very exciting. Here, Stuart Breyer, CEO of Mallowstreet which is an online social network and educational events...
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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...
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...
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 ever before....
Advisers highlight key areas for future Government pension policy
Survey findings from the latest NextWealth: Managing Lifetime Wealth report, sponsored by Aegon, reveals a strong desire for future...
Lyfeguard joins forces with Adviser Services Holdings Limited to streamline data access for IFAs
Lyfeguard, the innovative SaaS fintech company revolutionising client management and engagement in the financial advisory sector, has...
Why businesses must empower women to reach the top of the tech ladderÂ
Written by Sai Bendi, Software Development Manager at Encompass Corporation Throughout the technology sector, women today continue to...
The Timebank: Dear Regulator…financial adequacy of Manufacturers
With their take on the occasional ‘Dear CEO’ letter that comes out of the FCA, The Timebank are producing a range of ‘Dear Regulator’...
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...
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...
CII data shows EDI practices have a positive impact on businesses
Data from the Chartered Insurance Institute’s (CII) 2023 Corporate Chartered Equality Diversity & Inclusion (EDI) survey indicates...
Survey shows HNW individuals demand better digital experience from advisers
A new White Paper by Compeer in partnership with moneyinfo looks at whether the trend for increased tech spend from advisers and wealth...
The Crucial Role of Women in Private Client Industry Growth
Written by Alex Gibson-Watt, Managing Director at John Lamb Hill Oldridge The theme of this year’s International Women’s Day was to...
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