Business and Development
-
The importance of data transparency
Written by Richard Wake, Chief Customer Officer at intelliflo The internet has completely changed the way we access information. While I used…
-
Paraplanners: the unsung heroes of Financial Planning
As the New Year begins, Michelle Hoskin, Standards International, has paraplanners on her mind. In her latest article, Michelle reminds us not…
-
SEC approval not ‘slam dunk’ for Bitcoin ETF prospects in UK
Laith Khalaf, head of investment analysis at AJ Bell, comments: “The decision by the SEC to permit the launch of Bitcoin ETFs…
-
Blind trust in long term clients puts regulated firms at risk of sanction evasion
Regulated firms risk becoming enablers for sanction evasion by trusting long-term client relationships over critical compliance checks, new survey data can reveal.…
-
OSB Group strengthens broker support and service through key appointment changes
OSB Group, the specialist savings and lending bank has hit the ground running in 2024 by unveiling a new senior sales structure,…
-
Broadridge and Boring Money Collaborate to Deliver Consumer Duty Solution for Asset Managers
Boring Money, a financial data and insights business, has collaborated with global Fintech leader Broadridge Financial Solutions, Inc. to provide a single source of…
-
Investment sector set to take centre stage at UK’s leading investment, development and regeneration event
Investment is set to be a major focus at UKREiiF 2024 (The UK’s Real Estate Investment and Infrastructure Forum), showcasing the influential…
-
Wesleyan Financial Services selects EVPro to power its advice journey
Wesleyan Financial Services, which provides financial advice services tailored to medical, dental and teaching professionals, has selected EVPro to support its 250…
-
Succession Wealth acquires DFP Health & Wealth management
Succession Wealth, one of the UK’s largest wealth management and financial planning groups, today announced acquisition of DFP Health & Wealth Management,…
-
Aptia formally launches, becoming the largest private pensions administrator in the UK
Aptia (the “Company”), a dedicated pension, health and benefits administration specialist, today announced its formal launch with 1,100 global clients to support more…
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.