Business and Development
-
Why High-Net-Worth Individuals Should Consider a Second Citizenship
Written by Christopher Willis, Managing Director of Latitude World The COVID-19 pandemic changed the world as we know it, and whether most…
-
11 funds awarded Ratings from FundCalibre
Following FundCalibre’s Winter investment committee, seven funds across a range of asset classes and investment styles have been awarded an Elite Rating. Four funds have…
-
Mayar Capital appoints ex-Invesco veteran, Leigh Overall Gibbons, as Head of Sales & Client Relations
Mayar Capital, a boutique long-only asset management company focused on shariah-compliant equities, announces that it has hired Leigh Overall Gibbons as its…
-
Advisers’ preferred pension providers and products revealed
Royal London, Aviva and Prudential have topped the list of the most recommended pension providers in Defaqto’s newly released Pension Service Review 2024…
-
The Benefit Mismatch: Even in a cost-of-living crisis, financial wellbeing of employees still not a priority for majority of employers
The latest report from Close Brothers’ Workplace Financial Wellbeing Services, Spotlight on UK financial wellbeing, digs into the financial wellbeing of the UK’s…
-
Nucleus enhances range of platform solutions with acquisition of Third Financial
Nucleus Financial Platforms has announced that it has acquired Third Financial, the investment platform and front-to-back wealth management software provider, serving discretionary…
-
Origo CEO: Benefits of adviser tech advances wiped out if the fundamentals are not right
The benefits of the advances that can be made in adviser technology will be wiped out if the industry doesn’t have the…
-
Evelyn Partners executive rows into record books as four Jersey mums complete Atlantic crossing
A team of four rowers co-sponsored by wealth management and professional services group Evelyn Partners have completed a record-breaking Atlantic crossing to…
-
P1 Platform Rapid Reporting Feature to ease admin burden on advisers
P1 Platform, the low-cost adviser platform, has launched its latest tool, ‘Report Pilot’, to release financial advisers from a core admin burden,…
-
Evelyn Partners strengthens East Anglia team with experienced investment manager appointment
Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce the appointment of Daniel Lewis as an…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.