Business and Development
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SmartSearch fuels next phase of growth with Client Services Director appointment
SmartSearch, the UK’s leading provider of digital compliance solutions, has today announced the internal appointment of Julie Green as client services director. …
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Quilter announces latest in series of platform upgrades
As part of its ongoing commitment to improving adviser and client experience, Quilter has today announced its latest upgrades to its platform.…
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Triodos Bank UK earns new Which? Eco Provider award
Triodos Bank UK has been named as an Eco Provider by Which? Money in their first ever analysis of the environmental credentials of…
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Cazenove Capital continues to support Kew Gardens’ iconic Orchid festival
Cazenove Capital has announced its continued partnership with Kew Gardens’ much-loved annual Orchid festival, returning to the Princess of Wales Conservatory from…
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Improved financial well-being key in easing stress across generations: FPSB global study
New global research shows that improved financial well-being positively impacts mental and physical health and family life, playing a key role in…
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Financial services firms have a greater role to play in wellbeing, says Continuum
Financial services firms should play a greater role in ensuring client wellbeing, according to national IFA firm Continuum. With today marking World…
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Winners of CISI Financial Planning Awards 2023 revealed
The Chartered Institute for Securities & Investment (CISI) has announced the winners of our Financial Planning Awards 2023: WINNER: Alasdair Walker CFP™ Chartered…
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Justin Onuekwusi starts CIO role at St. James’s Place
Justin Onuekwusi today starts his role as Chief Investment Officer (CIO) at St. James’s Place. Justin’s new role will see him lead…
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Lyon Griffiths Financial and Wealth Experts combine to form new partnership
Nantwich Wealth Management specialist, Lyon Griffiths Financial, has announced that it is joining Chartered Financial Planners, Wealth Experts. The two firms both…
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Two-fifths of advisers have seen clients increase their pension contributions in the six months since the spring budget – Fidelity Adviser Solutions
Many advisers expect to have a more significant role in helping clients navigate their retirement options following the Chancellor’s pension changes announced at…
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