Business and Development
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Brooks Macdonald launches Brooks Financial – the new brand for its financial planning business
Brooks Macdonald today announces Brooks Financial as the new brand for its growing financial planning business. Evolving from the long standing and…
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Fintech Aveni launches influential industry group to shape the future of AI in financial services
Leading UK Fintech Aveni AI welcomed a group of industry leaders yesterday from the UK’s wealth management and financial planning sector to an exclusive…
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STEP announces its highest achieving students from across globe
The global professional membership body STEP is delighted to announce the winners of this year’s worldwide Excellence Awards. STEP’s Excellence Awards celebrate…
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Dynamic Planner finds number of highly vulnerable clients falls over the past year
Analysis from Dynamic Planner, the UK’s leading digital advice platform, of data from its Financial Wellbeing Questionnaire, has found that the overall proportion…
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Younger generations break taboo on money conversations – IA
Money is a taboo topic for many across the UK, with Brits more likely to discuss politics and current affairs (50%) than…
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Advisers and consumers sceptical about proposed regulation to widen access to financial advice finds the lang cat
A major study published by financial consultancy the lang cat, reveals an ongoing Advice Gap with just 9% of people benefiting from…
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Over a third (37%) of financial services employees say they often use public AI tools for work purposes
Today, Smarsh, the global leader in communications data and intelligence, reveals new research that highlights UK financial services employees’ perspectives on artificial intelligence…
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The AI imperative in asset management: FE fundinfo’s Adam Graham explains why operational readiness comes first
As AI continues to dominate strategic conversations across the investment sector, the reality for many asset managers is that operational fragmentation, legacy…
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AdviserSoftware.com launches new technology index to support better understanding of adviser use of technology
AdviserSoftware.com, part of market-leading advice tech consultancy Financial Technology Research Centre (FTRC), has launched its inaugural “Adviser Technology Index” (ATI), taking a…
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Women take the financial reins: Unbiased reveals surge in solo advice-seeking as wealth transfers shift the balance
New research by Unbiased, the UK’s leading financial advice platform, has revealed that women are more likely than men to seek advice…
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