Business and Development
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The Lang Cat research: Paraplanners say provider admin and disconnect with advisers are blockers to getting the job done
The lang cat has launched its sixth annual State of the Advice Nation (SOTAN) report, and today shares for the first time,…
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Ben Goss, CEO, Dynamic Planner: “We’ve built the digital future of financial planning, for the advice industry to use today”
Speaking earlier today to over 700 financial planning professionals at the 12th annual Conference for Dynamic Planner, the UK’s leading risk based…
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Sparrow Solutions Report Writing Workshop: Release your inner storyteller.
Whilst there are loads of technical exams and CPD for paraplanners, there’s actually very little practical training available. Sparrow Solutions, founded by…
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Square Mile Academy of Funds: Ratings Round-Up for February 2024
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 66 interviews with investment professionals from 37 asset management groups during…
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Fintech savings platform Flagstone records five qtrs of profits
Flagstone, the UK’s leading cash deposit platform, recorded a fifth consecutive quarter of profitability at the start of 2024, amid faster adoption…
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Findings from Defaqto’s Annual Platform Service Review
Defaqto’s newly released annual Platform Service Review for 2024 has found that more than a third (34%) of advisers had changed one or more…
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Ramadan: What are workers’ rights to flexible working? – HR consultants Hamilton Nash share practical tips
For 2024, Ramadan starts on 11th March. If you’re wondering about workers’ rights to flexible working during Ramadan – which coincides with…
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Lyfeguard partners with Purity Financial Services to streamline financial advisory process
Lyfeguard has partnered with Purity Financial Services, bringing together Lyfeguard’s advanced platform technology with the expert advisory services of Purity, aiming to…
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Compliance expert outlines how to prepare for the new changes to employment laws
Employment laws are due a long-awaited overhaul in April, with changes to flexible working, request amends, protection for new parents and carer’s…
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Financial Services Are Falling Short With How They Appreciate Their People
Leaders within financial services need to revisit how they appreciate and recognise the efforts and achievements of their employees following latest research…
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