Business & Development
-
Marygold & Co announces completion of acquisition of UK investment adviser
Marygold & Co. (UK) Limited has announced completion of its acquisition of Step-By-Step Financial Planners Limited, (“SBS”) a UK based investment adviser. …
-
Pension transfers times significantly improve, ahead of Pensions Dashboard staging dates, Origo Transfer Index data shows
Latest data from Origo shows that overall average pension transfer times have improved by 12.2% from January 23, reducing from 14 calendar…
-
Dynamic Planner boosts DFM research capabilities
Dynamic Planner, the UK’s leading risk based financial planning system, has added a new level of granularity to researching and reviewing the performance…
-
Benefits Guru announces Financial Wellness Ratings for Workplace Pension Providers for standalone Open Finance functionality
Benefits Guru today announces its fourth annual Financial Wellness Ratings benchmarking Workplace Pension providers that provide Open Finance technology in recognition of the growing opportunity and importance of…
-
Quilter Financial Planning appoints senior relationship manager to enhance AR development
Quilter Financial Planning, the advice network, has announced the appointment of Joanne Bean as a senior relationship manager. She joins after spending…
-
The most important sale for financial advisers…is themselves
More and more often, advisers are having to achieve the ultimate sale to clients, themselves. The rise in popularity of DIY investment…
-
Boardroom leadership needed to manage AI risks and drive trust
Chief executive officers (CEOs) and chief financial officers (CFOs) need to build trust in artificial intelligence (AI) by taking steps in their…
-
St. James’s Place appoints Director of Investment Products
St. James’s Place (SJP) announces the appointment of Kunal Oak as Director of Investment Products. Kunal will be responsible for building and…
-
Brooks Macdonald partners with Sporting Wellness to promote financial wellbeing for sportspeople
Brooks Macdonald, a leading wealth manager with £17.9 billion in funds under management, is pleased to announce its partnership with Sporting Wellness,…
-
ORIGO: No place for paper in an AI world
2024 must see an end to both paper-based processes and the re-keying of data between systems, says Anthony Rafferty, CEO, ORIGO. Artificial…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
