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Business and Development
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The evolution of Paraplanners: Mentorship, motivation and success strategies with Sam Patterson
In the often fast-paced and high-pressure world of financial services, in many cases, paraplanners are working behind the scenes, translating complex financial…
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Guest blog | Novia’s Linda Johnstone reminds us of the ‘real world’ disconnect between women, wealth and financial services – and why failing to overturn it remains such a barrier
In her latest blog for IFA Magazine, Linda Johnstone, Novia Global’s Head of Investment Proposition, tells us why she believes that progress…
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Evelyn Partners Core MPS team adds Fidelity Special Situations in latest rebalance
The Evelyn Partners Core Managed Portfolio Service (MPS) team has added Fidelity Special Situations as a new holding in its UK equity…
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Aviva Investors strengthens UK Advisory team with three new hires
Aviva Investors, the global asset management business of Aviva PLC, has announced three new additions to its UK Advisory team, as it…
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Advisers and clients seek reassurance about financial strength of the platform market
Platform financial strength is a growing priority for advisers, according to the latest Scottish Widows Investor Confidence Barometer. In its annual survey, Scottish…
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Four new members join PFS POWER financial planning practitioner panel
The Personal Finance Society (PFS) has announced that four new personal finance professionals have joined the PFS POWER Financial Planning Practitioner Panel.…
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Aviva Investors strengthens Global Equities team with return of Richard Saldanha
Aviva Investors, the global asset management business of Aviva plc, announces it has reappointed Richard Saldanha to its Global Equities team following a…
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Leaders in the financial services industry are not effective allies to the LGBTQ+ community, says 40% of Gen Z LGBTQ+ professionals
Four in 10 (40%) Gen Z LGBTQ+ professionals believe leaders in the financial services industry are ineffective at being allies to the…
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FIBA adds Market Harborough Building Society to lender panel
The Financial Intermediary & Broker Association (FIBA), part of Simplybiz, has announced the addition of Market Harborough Building Society (MHBS) to its lender…
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Quilter Cheviot launches investment proposal tool to streamline advisers’ processes
Quilter Cheviot has today announced the launch of an investment proposal tool to better support advisers with the promotion and implementation of…
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