Business and Development
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2024 must see an end to both paper-based processes and the re-keying of data between systems, says Anthony Rafferty
Artificial intelligence (AI) and machine learning (ML) are now with us, and not just within businesses. Consumers at large are well aware…
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Diversity and inclusion falls down the agenda for businesses
Julia Turney, Partner and Head of Platform and Benefits, Barnett Waddingham, says: “There’s no denying that businesses are under a huge amount…
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Evelyn Partners launches programme to train the next generation of financial planners
Evelyn Partners, the leading integrated wealth management and professional services group, has announced the launch of a Financial Planning graduate programme. The…
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VouchedFor launch 3 pledges to the advice profession with new product features
VouchedFor has announced a number of new product features and an upcoming consumer advertising campaign, as part of 3 ‘pledges’ to the…
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KPMG research – Financial services upbeat for first quarter despite inflation and interest rate concerns
Business leaders in the financial services sector are feeling optimistic moving into 2024, according to new research from KPMG UK. The survey…
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More than a third of women say they would not be able to afford everyday spending in a recession
New nationally representative research with 2,001 Britons from wealth manager Quilter, gathered by YouGov, reveals the cost-of-living crisis has disproportionately impacted women’s…
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What advisers need to know about financial vulnerability in retirement
Written by Tim Farmer, Clinical Director at Comentis Whilst vulnerability can affect us at any age, there are some drivers that can…
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Origo and Beyond Encryption partnership extended in secure digital communications
Origo and Beyond Encryption have extended their commercial partnership as the roll-out of Mailock into the financial services industry continues to gain…
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IFA Magazine’s Global Equity Investing Survey: Winners Announced
At IFA Magazine, we recently conducted a survey on behalf of M&G Investments to understand the current sentiment around opportunities in global equity investing. Our…
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Regulation 2023’s ‘No 1 headache’ but 9 in 10 firms confident Consumer Duty outcomes met, reveals Dynamic Planner’s Spotlight Report
In what has been a challenging year from both an economic and regulatory perspective, resilient advice firms are embracing change and looking…
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