Business & Development
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Financial Services firms look to retraining and retention to address the digital skills gap
New research from Davies reveals that financial services (FS) businesses are struggling to bridge the digital skills gap. With hiring new talent…
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Over 18 million Brits have used ChatGPT for financial advice or would consider doing so
More than a third (35%) of Brits would consider using ChatGPT for financial advice in 2024. This figure has risen from just…
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Key Advice deploys Air platform across all advisers
Key Advice, the UK’s leading later life lending adviser, is rolling out the Air platform to all its adviser population. From the…
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Canada Life: 56% of UK adults’ inheritance sum came as a total surprise
Discussing money during life is uncomfortable for many but inheritance it seems is an even greater taboo. New research from Canada Life…
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Adviser focus | Truly Independent’s Katie Brinsden highlights why clients’ financial journeys and expectation management are key
In this, in her latest blog for IFA Magazine, Katie Brinsden (pictured), Managing Director at the national, directly- authorised IFA, Truly Independent,…
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How AI Can Transform Wealth Management Contact Centres
By Tom Cassidy, Wealth Consultant at Simplify Consulting Customer contact centres in the wealth industry face numerous obstacles including low customer satisfaction,…
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Phoenix Insights comments on free childcare expansion, a step forward to support working parents in England
From September, 15 hours free childcare support will be extended to eligible working parents with a nine-month-old in England. Expanding on the…
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Ascot Lloyd appoints Francis Jackson as new Chief Executive Officer
Ascot Lloyd, one of the UK’s fastest growing IFA firms, has today announced the appointment of Francis Jackson as Chief Executive Officer,…
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M&G appoints Kerrigan Procter to accelerate growth in annuity and corporate de-risking solutions
M&G plc, a leading FTSE 100 international savings and investments business, today announces the appointment of Kerrigan Procter as Managing Director of…
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Rosemount Financial Solutions (IFA) partners with Six Mental Health Addiction
Rosemount Financial Solutions (IFA), the independent mortgage, protection & financial planning network, has announced a new partnership with Six Mental Health Addiction…
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