Business and Development
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PIMFA calls for clarity on cold calling ban and public awareness campaign
PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, has urged HM Treasury (HMT) to…
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TCFD is dead, long live TCFD, ISSB, TNFD…FE fundinfo’s Mikkel Bates looks to the future for assessing climate change risks
Mikkel Bates, Regulation Manager, FE fundinfo attempts to cut through the jargon to try and help advisers and wealth managers to understand what…
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Lyfeguard: How digital solutions can simplify life admin and help IFAs and clients
Fraser Stewart, CCO of Lyfeguard shares practical tips to help advisers to harness and integrate some of the benefits of today’s digital world to reduce…
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PFS establishes expert panel to set standards around Sustainable Financial Advice
The Personal Finance Society has established a new panel of advisers, policy professionals and sustainable finance experts to enhance advice standards and…
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MorganAsh strengthens support for financial services with senior appointments
MorganAsh, a leading provider of support services to the financial services sector, has strengthened its team with two senior appointments. Supporting its…
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Nucleus completes acquisition of Curtis Banks, creating £80bn adviser platform group
Nucleus Financial Platforms (Nucleus), one of the UK’s leading independent adviser platforms, is pleased to announce that its acquisition of the Curtis Banks…
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The AI Revolution in Financial Services: The Time to Act is Now
Written by Nathan Stevenson, CEO, ForwardLane Artificial intelligence (AI) has long been used in the financial sector, but the advances in generative…
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Majority of IFAs say potential alterations to pension death benefits tax rules will impact clients’ financial plans
With the Government currently seeking views on changes to the tax rules surrounding pension death benefits, new research from Standard Life, part…
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VouchedFor aims to tackle public’s lack of trust in advice with campaign reaching 3 million consumers
VouchedFor has announced its biggest-ever campaign for the 2024 Guide to Top Rated Financial Advisers, in a bid to change public perceptions…
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CISI appoints new Director of Learning
The Chartered Institute for Securities & Investment is pleased to announce the appointment of Mandy Gill as its new Executive Director of…
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