Business & Development
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Pure Retirement seeks to drive later life market expansion through introducer-facing resources for advisers
Lifetime mortgage lender Pure retirement has further underlined its commitment to supporting advisers in expanding the later life lending market through the…
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Rosemount Financial Solutions (IFA) launches check2 KYC tool
Rosemount Financial Solutions (IFA), the mortgage, protection, and financial planning network, has launched check2, its own proprietary Know Your Customer (KYC) tool…
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Testing the outsourced review model | a real-world case study for IFAs
In the first two articles in this series, Rethinking annual reviews: the hidden constraint in UK advice firms and Measuring the hidden costs of…
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New Unbiased research reveals a ‘fee transparency gap’ in UK financial advice
Unbiased, the leading AI-enabled financial advice platform, today released new research indicating a significant ‘transparency gap’ within the UK financial advice industry.…
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Schroders strengthens senior leadership with new Head of Europe to drive continued momentum
Schroders has strengthened its senior leadership with the appointment of a new Head of Client Group, Europe, further enhancing its European client-centric…
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Quantios launches Agentic AI capabilities to transform corporate, trust, and fund services
Quantios today announced the launch of its first AI agent within its flagship platform, Quantios Core. Further agents are already in development…
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How can advisers help clients be financially resilient? Industry experts share their insights
This month’s In Focus campaign explores how advisers can help clients build and maintain financial resilience in a time of economic uncertainty,…
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The adviser’s burden: building financial resilience in an age of uncertainty
This month’s In Focus campaign explores how advisers can help clients build and maintain financial resilience in a time of economic uncertainty,…
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Brooks Macdonald appoints Will Hobbs as Chief Investment Officer
Brooks Macdonald announced today the appointment of Will Hobbs as Chief Investment Officer (CIO) effective 7 April 2026, subject to regulatory approval.…
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Measuring the hidden costs of annual reviews in advice firms
Following his first article on the hidden constraints of annual reviews, Brian McLaughlin, Founder of Pillar Client Services Ltd, takes a closer look…
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