Business & Development
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Why technology is the key to the future of your advice business by Dynamic Planner’s Yasmina Siadatan
We’re at a tipping point, where firms which positively embrace technology into their processes will be in the driving seat. Yasmina Siadatan,…
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North West based financial planning company contract win
North West-based financial planning company Foresight Wealth Group marks a key milestone in its ambitious growth plans with the completion of its second acquisition…
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How can firms prepare for the likely reforms to private market valuations?
Written by Romin Dabir, Partner, Reed Smith Private market valuations are the subject of increased regulatory scrutiny. Rising interest rates across the…
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Ecology Building Society launches new Savings Hub for consumers seeking support with simple, sustainable savings
Ecology Building Society has today launched its new Savings Hub to provide consumers with specialist support and information on simple, sustainable savings. Free to…
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Continuum adds retirement specialist Chartered Planner
Retirement planning specialist Chris Haigh has joined national financial advice firm Continuum as a Chartered Financial Planner. Chris Haigh will be based…
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Square Mile Makes Two Senior Hires within its Research & Consulting Team
Square Mile confirms two senior appointments to its 20-strong Research & Consulting Team, with Ittan Ali joining the firm as Research Manager…
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Scottish Friendly reports new business sales of £51.1m as the highest in its 162-year history
Leading financial mutual, Scottish Friendly, has reported record-breaking sales of £51.1m APE for 2023, up from £47.7m in 2022 despite significant market and…
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Pollen Street Capital acquisition of Mattioli Woods approved by over 95% of shareholders
Mattioli Woods plc the specialist wealth and asset management business has announced that it has received shareholder approval for its acquisition by Pollen…
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Financial services under scrutiny as clock ticks on new sexual harassment prevention laws
Financial services firms now have just six months to prepare for new sexual harassment prevention laws being introduced in The Worker Protection…
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Broadstone partners with Clara Pensions as Third-Party Administrator
Broadstone is pleased to announce that it has been selected to partner with Clara Pensions (Clara) as a Third-Party Administrator. Following an extensive period of…
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