Business & Development
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Dubai draws 32% of financial services talent despite conflict
Nigel Green, chief executive of deVere Group, highlights Dubai’s growing appeal to early-career financial services professionals, with international exposure, higher earnings and…
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The £5.5 trillion question: Is your firm ready for the great wealth transfer?
Our ‘In Focus’ campaign this month explores how younger generations are reshaping the advice landscape, from where they turn for financial guidance…
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Future Growth Capital appoints Gail Izat as non-executive director
Future Growth Capital, the independent private markets solutions business formed by Standard Life and Schroders, has appointed Gail Izat as a non-executive…
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Dynamic Planner launches the Financial Happiness Index™: UK’s first real-time measure of client happiness
Dynamic Planner, has today launched two major initiatives focused on the biggest challenges facing the industry, underlining its mission to work with firms…
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Acquiring for scale is over: data and culture take the wheel in driving M&A value
Data and culture, underpinned by rigorous governance and controls, are now critical enablers of scale for driving value for consolidators, according to…
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GBST and AJ Bell agree 10-year extension to long-term partnership
GBST and AJ Bell have announced a new 10-year deal, reinforcing their long‑standing technology partnership and setting out a clear roadmap for…
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M&G and Allianz vet Neil Brown joins Portfolio Thinking
Portfolio Thinking is delighted to announce the appointment of Neil Brown as Founder and Director. A highly respected sales leader with 28…
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The Wealthy Advisers Club hosts latest conference for 400+ advisers with speakers including former Dragons’ Den investor Sarah Willingham
The Wealthy Advisers Club held its latest flagship conference last week at the Kensington Town Hall, bringing together over 400 financial advisers…
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FCA findings highlight improvement on adviser age but gaps in progression remain
With the FCA recently publishing its financial adviser market survey findings, the data suggests the profession is beginning to show early signs…
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PlannerPal introduces video-powered meeting notes for financial advisers
PlannerPal, an AI-powered workflow for financial advisers and wealth managers, has today added a new video analysis capability to its Meeting Notes…
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