Business & Development
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Wealth managers struggle to meet clients’ technology expectations – Avaloq research
A quarter (25%) of investors globally would consider switching from wealth managers that fail to modernize and embrace new technology, according to…
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Survey among 4,000 UK consumers finds rising demand for technology to access financial planning
AdviserSoftware.com announces the findings of new research, commissioned by Dynamic Planner, the UK’s leading digital advice platform, examining how the role of…
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The IA appoints four new board directors following AGM today
Four new directors have been appointed to the Investment Association (IA) Board of Directors following its Annual General Meeting (AGM) this afternoon.…
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Schroders Capital receives regulatory approval for first wealth LTAF
Schroders Capital today announces it has received regulatory approval for its first UK Wealth market focused Long-Term Asset Fund (LTAF), a significant…
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DE&I on the up – Britain’s business leaders think diversity, equity, and inclusion is set to become more important in the coming years
DE&I is set to become more important to employees, clients, and the board over the next 2-3 years, according to new research…
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Advise Wise introduces platform improvement for enhanced customer outcomes
Advise Wise, a leading sourcing platform for later life lending solutions, is pleased to announce a new enhancement to its platform, enabling…
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Unbiased launches new CRM integration for advisers
Unbiased, the UK’s leading platform for finding a financial adviser, has today announced its latest platform upgrade – an integration with intelliflo.…
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Transact becomes first intermediary platform to adopt the electronic Cash ISA transfer service used by leading banks and building societies
Transact has become the first intermediary platform to adopt an electronic Cash ISA transfer service offered by Pay.UK (BACS) via Equisoft. This…
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Staying active: Vanguard brings financial services industry together for its second Tough Mudder Takeover
Congratulations to all those who took part the second annual Vanguard Tough Mudder Takeover on Friday 20th September in Faygate, West Sussex.…
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Philippa Hann takes the helm at Paradigm Norton
Philippa Hann is stepping into her new role at Paradigm Norton with a fresh perspective. Drawing from her background in financial services…
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