Business and Development
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atomos buys up two regional advice firms
Financial planning-led wealth manager atomos is growing its footprint with the acquisition of two advice firms. Shore Financial Planning and Define Wealth…
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Financial services industry named second best in the UK for workplace wellness perks, new study finds
The financial services industry has emerged as the UK’s second leading sector for employee wellbeing, according to a new study. The index comprises six criteria, including gym subscriptions…
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Advisers not meeting the needs of younger clients due to lack of philanthropy knowledge
More than one in five financial advisers do not know how to offer wealthy clients support on becoming philanthropists despite surging demand among younger…
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Adviser demand for vulnerability support strong as Just Group training hits 15,000 completions
• Consumer Vulnerability in Later Life training from Just Group and SOLLA launched in 2019 • Training completed 15,000 times amid strong…
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Unbiased upgrades platform to help FS industry tap record demand for advice
Unbiased, the UK’s leading platform for connecting financial advisers with prospective clients, has today announced a new suite of tools to further…
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Transitioning from Employment to Entrepreneurship: My Voyage into Self-Employed Financial Planning
Written by Jack Mason-Brown, Chartered Financial Advisor at Mason-Brown Financial Planning Embarking on the journey from being an employee to becoming a…
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Mistrust of technology exposing a third of regulated firms to money laundering – SmartSearch survey
More than a third (36 per cent) of people in regulated firms who ‘can’t trust’ electronic ID verification and instead rely on…
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School supported by SJP becomes its first accredited centre of excellence for financial education
Tonge Moor Primary Academy in Bolton has become the first school to be accredited as a Centre of Excellence for financial education…
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Over 55s slam employers as ‘ageist’ and less open to hiring older workers
• More than half of retirees aged 55+ say employers are less open to employing older workers • Nearly three-quarters of retirees…
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Close Brothers Asset Management acquires IFA business
Close Brothers Asset Management (CBAM) has agreed to acquire Dorset based IFA, Bottriell Adams, Chartered Financial Planners LLP (subject to regulatory approval).…
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