Business & Development
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Standard Life completes £200m buy‑in with Abbey Life Assurance Company Limited Staff Pension Scheme
Standard Life has completed a £200 million bulk purchase annuity (BPA) transaction with the Abbey Life Assurance Company Limited Staff Pension Scheme,…
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Never stop learning: Mattioli Woods’ Scott Stevens on why CPD is the cornerstone of great financial advice
Sharing his insights below, Scott Stevens, Managing Director – Business Development and Marketing at Mattioli Woods, tells us why he believes that,…
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Falling premiums, rising risk: Why smart firms are planning ahead
If you’re a well-run financial planning firm, your PI premium has probably come down this year. Perhaps significantly. After years of painful…
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Origo launches LoA Consortium with Scottish Widows, Aviva, Royal London, and L&G
Four major providers have come together to launch a new consortium focused on transforming and scaling their letter of authority (LoA) processes…
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Model Office launch new automated, integrated and AI empowered client file review dashboards
The requirement for advice firms, networks and support services to be data led and deliver data driven reports and MI across key…
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TISA announces Carol Knight to step down as CEO in August, following 4 years leading the membership organisation
Today, at its Annual Parliamentary Reception, The Investing and Saving Alliance (TISA) will announce that Carol Knight is to stand down as…
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AJ Bell advised brand campaign sets out to help advisers ‘Feel good, advising’
AJ Bell’s advised business is pleased to announce the launch of its ‘Feel good, advising’ campaign, helping advisers to feel good while…
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Patrick Murphy on why operational resilience is becoming a board-level issue for IFAs
In this third article in his series, Patrick Murphy explains why operational resilience is becoming a board-level priority for advice firms, and…
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Why AI is becoming an infrastructure supercycle, not a tech story
rtificial intelligence is no longer just a software story. Increasingly, it is becoming a story about infrastructure, energy, semiconductors and vast long-term…
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The real AI boom in advice hasn’t started yet
In the following article, Alan Gurung, CEO of AdvisoryAI, argues that true transformation in financial advice will come not from speeding up…

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