Business & Development
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Good ‘bedside manner’ is still underrated in financial planning | Clifton’s Markwick
What turns a good financial planner into a great one? With the busy tax year-end period in full swing plus stockmarket volatility…
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Fundment tops Defaqto 2026 Platform Service Ratings in adviser survey
Defaqto has reported today that Fundment has topped a new survey of advisers that informs Defaqto’s 2026 Platform Service Ratings, outperforming more…
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FE fundinfo launches UK CCI solution on its Nexus platform ahead of April 2026 obligations
FE fundinfo has today announced the launch of its Consumer Composite Investments (CCI) solution, supported by AI-driven validation, giving product manufacturers a…
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Number of UK CFP™ professionals rises as CISI reports growth driven by younger financial planners
The CISI (Chartered Institute for Securities & Investment), the licensing body for the CFP™ mark in the UK, welcomed 76 new CFP…
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L&G to deliver better-connected experience for customers and clients with newly created Chief Customer Officer role
L&G has announced the appointment of Sarah Spooner to the newly created role of Chief Customer Officer (CCO), strengthening its commitment to…
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ValidPath Group appoints Chief Technology Officer to scale AI infrastructure for financial advice
Rimbal, the parent group of ValidPath, the network for independent financial advisers, has today announced the appointment of Brian Wagner as Chief…
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Aveni selected by Quilter to support deployment of AI powered support across adviser network
Quilter Financial Planning, has selected AI-specialist fintech Aveni to support the introduction of AI into day-to-day advice operations, with its product Aveni Assist now…
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Wealth Club launches the UK’s first private markets pension amid high market volatility
Wealth Club, has launched the UK’s first dedicated Private Markets Self Invested Personal Pension (SIPP). UK individuals can now invest in a…
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HSBC Asset Management appoints Thorsten Michalik as CEO for Alternatives
HSBC Asset Management (HSBC AM) has appointed Thorsten Michalik as CEO of its Alternatives business, effective 1 April. Thorsten will succeed Joanna…
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Rethinking annual reviews: the hidden constraint in UK advice firms
Brian McLaughlin, Co-Founder of Pillar Client Services, examines how annual reviews, long considered a cornerstone of client relationships, have become an overlooked…
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