Business and Development
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Thought you’d nailed cybersecurity training? Think again, AI is coming for your teams
Max Vetter, VP of Cyber at Immersive Labs looks at how financial advice firms can get their workforces’ cyber resilience right in the…
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92% of FAs say clients make financial decisions without their knowledge
In a recent survey by Twenty7tec, 92% of financial advisers and wealth managers reported that clients make decisions without their knowledge when…
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Broker mandates vulnerability checks as FCA warns of weak identification
A mortgage and protection brokerage in Liverpool has mandated the completion of vulnerability assessments for all customers, as the FCA warns financial…
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Slump in the pension transfer market as nearly 2000 advisers leave the market in 4 years and transfer values plummet
LCP are warning that some members who may benefit from a DB pension transfer may lose out because of a smaller pool…
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Why do clients hire their financial advisers? Morningstar research uncovers key criteria
Emotional factors outweigh financial considerations for those clients seeking investment advice. That’s according to Morningstar Research carried out by Samantha Lamas, Senior Behavioural…
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CII Group launches new 2024 qualifications brochure
The Chartered Insurance Institute (CII) Group has launched its new qualifications brochure for 2024, detailing the learning opportunities and assessments available to…
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Norton Broker Services partners with StreamBank
Norton Broker Services has been appointed to the panel of StreamBank, helping the new bridging and development finance lender to launch its…
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Hampshire Trust Bank hails inaugural Development Finance Masterclass a success
Hampshire Trust Bank (HTB) held its first Development Finance Masterclass event for brokers on Wednesday 27th September in Central London. The masterclass provided…
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Aviva appoints Leah Ramoutar as Environmental Sustainability Director
Aviva plc has appointed Leah Ramoutar as Environmental Sustainability Director, Leah is currently Head of Climate and Nature Risk at Pheonix Group…
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OnePlanetCapital leads £1.7m round into MDF Recovery
The OnePlanetCapital Climate Change EIS fund has led a £1.7m round into the groundbreaking technology company MDF Recovery. MDF Recovery has a…
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