Business & Development
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abrdn launches integrated cash solutions with exclusive rates
abrdn has launched new fully integrated cash solutions on its Wrap platform and has secured exclusive rates in response to adviser and…
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Only a third of financial advisers have a plan in place to tackle the Great Wealth Transfer
New research published today by Octopus Investments, an investment manager on a mission to invest £50billion in the people, ideas and industries…
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Wealth managers grapple with long client onboarding times – Avaloq research
Wealth management clients worldwide experience significant waiting times in the onboarding process according to research from Avaloq, a global leader in digital…
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Fund research and ratings experts, RSMR, to be acquired by Defaqto
Defaqto has announced that it has conditionally acquired RSMR (subject to regulatory approval) to further extend its Fund Research and Ratings capabilities for financial…
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Invesco announces four promotions in UK distribution team
Invesco, one of the world’s leading asset managers, today announces a series of promotions within its UK distribution team, aimed at supporting…
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More than a third of independent schools withdraw from teachers’ pension scheme
More than a third of all independent schools in England and Wales have either withdrawn, or plan to withdraw, from the Teachers’…
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CII Executive Director calls for industry collaboration to boost talent attraction
Gill White, Chartered Insurance Institute (CII) Director of Member Engagement and Learning, recently appeared on Sandra Lewin’s 100 Women in Insurance podcast,…
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Evelyn Partners appoints Charlotte Platts to drive Financial Planning growth in Northern England, Scotland and Northern Ireland
Evelyn Partners, the wealth management and professional services group which looks after £61.8 billion of client assets, is pleased to announce that…
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Söderberg & Partners invests in three more IFA firms
Swedish wealth manager Söderberg & Partners announces it has made investments in three more IFA firms as it expands its presence in…
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HTB bolsters bridging team with four new recruits
Hampshire Trust Bank (HTB) has expanded its bridging team with a series of talented new recruits. This strategic move reinforces HTB’s commitment to…
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