Business & Development
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The Openwork Partnership – New Charity Partner
The Openwork Partnership, one the UK’s largest financial services networks, has announced Young Enterprise as one of its new national charity partners…
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Women value a personal wealth service more than men – JM Finn
Understanding what drives satisfaction for different clients is essential as wealth firms look to manage the vast transfer of wealth to the…
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Sparrow Solutions Report Writing Workshop: Release your inner storyteller
Whilst there are loads of technical exams and CPD for paraplanners, there’s actually very little practical training available. Sparrow Solutions, founded by…
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59% of Financial Services Employees Have Their Working Time Strictly Monitored
Report suggests leaders need to give ALL employees some autonomy and flexibility over how they accomplish their work A controlling and inflexible…
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M&G Wealth research finds over a quarter of advisers don’t segment their client base: launch of best practice guide
New research from M&G Wealth shows that one in four financial advice professionals say they aren’t segmenting their client base which might…
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Brooks Macdonald announces appointment of Group Chief Executive Officer
Brooks Macdonald Group plc has announced today that Andrew Shepherd has notified the Board of his decision to retire after twenty two…
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CISI partners with Innovate Finance to offer AI certificate
The UK’s industry body for the fintech community, Innovate Finance, has confirmed it will be distributing the CISI’s Certificate in Ethical Artificial Intelligence…
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Less than 1% of top UK board roles held by women of colour
A report released today, Hidden Truth: Diversity & Inclusion in the FTSE All-Share, reveals a remarkable lack of diversity across the four positions…
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Newcastle Financial Advisers Strengthen Offering with Acquisition of Financial Planning Business
Newcastle Financial Advisers Limited has announced the acquisition of Keith Dyson Financial Consultancy as part of its ongoing strategy for growth and…
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Half of British business owners think entrepreneurship is about to boom
54% of business owners think the latest recession was an opportunity for entrepreneurs in the UK, and 51% think British entrepreneurship is…
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