Business & Development
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New report from M&G Wealth and Aon identifies top adviser skills required for a greater focus on client financial wellbeing
M&G Wealth and Aon today publish a new report – ‘The Financial Advice Paradox’, identifying a shift towards the interpersonal skills needed…
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CII Group CEO reflects on talent acquisition, leadership, and the future of the profession – 17 June 2024
Matthew Hill (MH), recently appointed CEO of the Chartered Insurance Institute (CII), has shared his first impressions of the insurance sector and…
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Leading benchmark on workplace mental health in UK finds “revealing” gap between leaders and laggards
Investor-backed benchmark ranks over 100 large UK businesses on workplace mental health measures. Economic cost of poor mental health estimated at £110 billion in…
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Rosemount appoints Hereford Wealth and Financial Planning
Rosemount Financial Solutions (IFA), the independent mortgage, protection and financial planning network, has appointed Hereford Wealth and Financial Planning. Hereford Wealth and…
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Chase de Vere delivers strong performance, with increased client satisfaction
Chase de Vere, the national firm of Independent Financial Advisers, has produced its Annual Report & Financial Statements for the year ending…
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Sarasin & Partners appoints Christopher Cade as Partner
Sarasin & Partners, the global thematic investment manager which invests £19.2 billion on behalf of charities, private clients, intermediaries and institutions, has…
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MainStreet Partners Launches SDR Solution
MainStreet Partners, the London-based independent ESG Advisory and Portfolio Analytics firm, has today launched an SDR market solution to support the under-served…
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Formation of New Industry Action Group to Reform the LoA Process
The Pension Lab, a pensions technology specialist, is announcing the formation of the Fix LoA Action Group (FLAG), a new industry action…
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Schroders UK Financial Adviser Pulse Survey 2024
The 2024 Schroders UK Financial Adviser Pulse Survey published today found that market optimism is now at its highest level since 2021,…
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The Chartered Insurance Institute (CII) announces two new board members
The Chartered Insurance Institute (CII) has announced the appointment of two new Board members; Dr Desmond Bermingham, Chair of the Education &…
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