Business & Development
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AI is here to stay, so embrace it for compliance systems
By Shaun Hurst, Principal Regulatory Adviser at Smarsh As financial services continues to face an ever changing and increasingly complex regulatory environment,…
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Dynamic Planner now risk rating Omba’s Managed Portfolio Service
Dynamic Planner, the UK’s leading risk based financial planning system, has added Omba’s Managed Portfolio Service (MPS) to its growing range of over…
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abrdn and University of Edinburgh join forces to develop AI investment tool
Work gets underway at the Centre for Investing Innovation to deliver AI tool that can be integrated into the firm’s investment decision-making…
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Tech advances undermined if operational fundamentals aren’t in place
Operational fundamentals have to be in place if the industry is to take advantage of the benefits of the advanced technology available…
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Winners of the Ascot Lloyd ‘considerations when selling an IFA business’ survey revealed
IFA Magazine recently conducted a brief survey on behalf of Ascot Lloyd, the survey titled ‘considerations when selling an IFA business’ and…
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Nucleus completes acquisition of Third Financial
· Expands proposition for advisers and wealth managers. · Significantly bolsters its existing ‘adviser-as-a-platform’ capabilities. · Accelerates growth to become the UK’s largest platform group.…
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23m people have poor financial literacy, in first-of-its-kind study, as abrdn launches Savings Ladder Index
Low risk tolerance, poor financial literacy, and economic gloominess derailing Britons’ long-term financial resilience, abrdn finds, as it launches Savings Ladder Index…
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Invesco launches star-powered adviser platform to meet huge soft skills demand
Invesco, one of the world’s leading asset managers, today announces the launch of Invesco Intelligence Plus, a comprehensive CPD-accredited platform that leverages the…
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Aegon unveils new Client reporting tool for advisers
Aegon, a leading provider of retirement and investment solutions, has announced the launch of Product reporting, a client reporting tool for financial advisers across…
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Fintel: announces conditional acquisition of Threesixty Services from abrdn
Fintel, the parent company of SimplyBiz and Defaqto and leading provider of fintech and support services to the UK retail financial sector,…
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