Business & Development
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Schroders and Benchmark ramp up adviser support with new guides addressing challenges of female financial planning & wealth transfers
Schroders and Benchmark today announced the publication of two flagship industry guides aimed at helping advisers navigate the key industry themes of…
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Maiyuresh Rajah appointed Director of Investments for Wealth and Advice at Aviva
Aviva has appointed Maiyuresh Rajah as Director of Investments for Wealth and Advice within its UK Insurance, Wealth & Retirement (IWR) business,…
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Transact launches new Family View tool to support intergenerational planning
Transact has recently launched a new tool to allow advisers to more effectively support families with their intergenerational planning needs. Over the…
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Nationwide branches to offer dementia nurse clinics
Nationwide will use its national network of branches to offer specialist dementia clinics to help tackle the country’s leading cause of death.…
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Future-proofing your tech for clients across generations
Written by Yasmina Siadatan, Chief Revenue Officer at Dynamic Planner Something you’ll be well aware of if you deal with clients on…
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Quilter adds four firms to its advice network
Quilter Financial Planning, the financial advice network of Quilter plc, is pleased to announce that it has welcomed four new appointed representative…
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Finova & MSO complete transaction with Bain Capital Tech Opportunities, uniting under common ownership
Finova and MSO, two of the UK’s leading providers of mortgage and savings software, have completed their transaction with Bain Capital Tech…
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Rosemount Financial Solutions (IFA) welcomes new advisers in growth push
Rosemount Financial Solutions (IFA), the independent mortgage, protection & financial planning network, has welcomed a host of new advisers during a successful…
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Fintel IQ announces appointment of Paul Chedzey as Chief Sales Officer
Fintel IQ has appointed Paul Chedzey to the newly created role of Chief Sales Officer. Chedzey, who has previously held senior sales…
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Copia introduces new ‘on platform’ solution as an alternative to cash savings and bank deposits
Copia Capital Management has launched its new Select: Money Markets Portfolio, offering advisers an attractive, cash-equivalent alternative to traditional cash savings and…
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