Business and Development
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Advisers need to play greater role in client wellbeing
As we mark World Wellbeing Week, financial advisers need to step up their game and offer more emotional, mental and general health…
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Transact unveils latest Integration with intelliflo App
Transact is pleased to announce its partnership with intelliflo, designed to reduce rekeying, save advisers time and maintain data integrity across both…
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7IM appointments Matthew Yeates and Shanti Kelemen as Co-Chief Investment Officers
7IM has announced that it has appointed Matthew Yeates and Shanti Kelemen as Co-Chief Investment Officers, both reporting directly to CEO Dean Proctor. As Co-Chief Investment…
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Weatherbys head of financial planning wins top industry award
Nathan Valbonesi CFP™ Chartered FCSI, who leads the growing investment and wealth advice team at Weatherbys Private Bank, has won a top…
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AJ Bell launches app-based advised platform Touch to tackle growing ‘advice gap’
AJ Bell is pleased to launch AJ Bell Touch, a new streamlined platform to help financial advisers implement investment advice for their…
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Suttons IFA acquires Whitewell Financial Planning
Suttons Independent Financial Advisors, based in Sale, Greater Manchester, has acquired Whitewell Financial Planning for an undisclosed sum. A team at the…
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Breaking news: Lifetime announces launch of “Enhance” – new solution to help advisers bridge the advice gap
New solution will free up adviser capacity to focus on core clients Lifetime Financial Management is today announcing the launch of “Lifetime…
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HSBC Asset Management appoints UK CEO
HSBC Asset Management has appointed Dan Rudd as CEO of HSBC Global Asset Management (UK) Ltd and Head of UK Wholesale, subject…
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EV elevates financial guidance with its upgraded EVDirect solution
Financial services technology provider EV today announced a significant upgrade to its digital financial guidance solution, EVDirect. Rebuilt on cloud-native and mobile-first…
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Adviser insight: You couldn’t make it up – but AI just did | Truly Independent’s Katie Brinsden warns of the risks of the wrong tech
When a piece of “cutting-edge” AI adviser tech starts obsessing over personal grooming and cat furballs, it’s time to ask: are we…
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