Business and Development
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Mark Haines has joined JM Finn as Chief Operating Officer
JM Finn has announced the appointment of Mark Haines as COO. Formerly of Brewin Dolphin, where he held various change management roles…
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Quilter Investors adds to manager research team with new alternatives role
Quilter Investors has expanded its manager research team with the appointment of Adrian Todd as a senior manager research analyst. As part…
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Nucleus enhances range of platform solutions with acquisition of Third Financial
· Nucleus Financial Platforms has reached an agreement to acquire Third Financial, one of the fastest growing investment platform and software providers in the…
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Fears of further regulation keeps advice firm owners awake at night – ‘volume and pace difficult to contend with’ – the lang cat research
· Fears of further regulation and workload cause sleepless nights for business owners · Over a third (38%) of advisers readjusted financial…
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Parmenion adds additional model portfolio ranges from top asset managers
Parmenion, the multi award winning adviser platform, today announces the addition of three discretionary fund managers to its offering, enhancing investment choice…
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Pension Protection Fund partners with Aviva Master Trust on hybrid schemes
Aviva has announced today it has been selected by the Pension Protection Fund (PPF) to provide a defined contribution (DC) solution for…
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atomos marks one full year of new investment proposition
Financial planning-led wealth manager atomos is celebrating the first full year of its revamped investment offering. atomos wanted to adopt a more…
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DE&I critical to tackling financial talent shortage finds ACCA’s latest Global Talent Trend Survey
Almost two thirds (64%) of UK finance professionals rated diversity and inclusivity as a key factor when choosing an organisation to work…
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Defaqto launches Consumer Duty Profiles pilot for product providers
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has launched a pilot of its new independent…
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Built by Financial Planners for Financial Planners, PlanHappy brings ‘all-in-one’ back-office software to market
A new ‘all in one’ technology solution to support Financial Planners and Financial Advisers nationwide has officially launched to market today, from…
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