Business & Development
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CISI reveals agenda for UK Financial Planning Conference 2026, featuring leading voices in AI, behavioural science and financial planning
Following a tremendous response from the financial planning community the Chartered Institute for Securities & Investment (CISI) returns to the iconic De…
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Preparing your financial planning business for an AI-enabled future
As artificial intelligence continues to reshape the financial services landscape, many firms are asking what the future of advice will look like.…
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First Wealth launches Measure Wealth by Wellbeing guide
First Wealth, the B Corp-certified financial planning firm, has published Measure Wealth by Wellbeing, a guide to its proprietary Measure Wealth by Wellbeing (MWbW)…
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How advice platform tools can give advisers their time back
Administration has a nasty habit of filling the time available. Time spent on data entry, chasing paperwork, switching between systems, producing reports…
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Vanguard appoints Rachel Baxter head of investment management, Europe
Vanguard has announced the appointment of Rachel Baxter as Head of Investment Management, Europe. In this role, Rachel will oversee investment management across Vanguard’s European business,…
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What AI really means for advisers: a critical opportunity
AI is transforming every corner of financial services, but rather than replacing advisers, many believe it has the potential to strengthen the…
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Adviser focus: getting to the heart of vulnerability
Sharing her latest thoughts with IFA Magazine, Katie Brinsden, Managing Director of Truly Independent, explores why identifying and supporting vulnerable clients demands…
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How platforms can help advisers balance regulation and growth
The pace of change facing advisers today shows no sign of slowing. From Consumer Duty and ongoing suitability requirements to changes in…
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Equilibrium strengthens its senior team to support next phase of growth
Equilibrium Financial Planning has strengthened its team with a series of senior appointments across Board leadership, finance, mergers and acquisitions (M&A), and…
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Half of UK business owners disappointed by exit valuations amid buyer scrutiny
More than half (52%) of business owners who have sold in the past two years received a lower valuation than they had expected, according…
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