Business & Development
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Evelyn Partners Active MPS team: How we are playing US equities in big election year
As the US moves ever closer to the 2024 presidential elections on November 5th, James Burns lead manager of the Evelyn Partners Active…
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Rosemount appoints Contractor Financial as new Appointed Representative
Rosemount Financial Solutions (IFA) , the independent mortgage and protection network, has announced the appointment of Contractor Financial Limited as an Appointed…
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Scottish Widows appoints new Head of Responsible Investment and Stewardship
Scottish Widows has announced that Eva Cairns has joined this week as Head of Responsible Investment and Stewardship. Eva brings 18 years…
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2024 Alpha Manager Hall of Fame list announced by FE fundinfo
Today FE fundinfo, the global leader in investment fund data and technology for the fund management industry, announced six active fund managers have…
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Twenty7tec unveils FINPLAN wealth solution for financial advice businesses
Leading advice tech business Twenty7tec has announced the launch of FINPLAN Wealth today, a sophisticated web-based practice management and CRM solution for…
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Transforming your business for future success by balancing technology – including AI – and people: insight from Simplify Consulting’s Giang Hughes
In this exclusive analysis, Simplify Consulting’s Business Support Manager, Giang Hughes, assesses the rise of AI, how humans are needed to utilise…
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Gunner & Co: Business Valuation Multiples See Market Correction, after Experiencing a Notable Spike
After a spike in valuation multiples during 2022, the market has seen a correction in Q1 2024, both recurring income and EBITDA…
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PFS to sponsor NextGen Planners conference
The Personal Finance Society (PFS) has pledged to sponsor the 2024 NextGen Planners conference, an innovative celebration of the next generation of…
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Culture in financial services still needs to improve to better serve women, says FCA
Recent changes in culture within financial services firms still needs to become fully embedded in order to better attract female talent and…
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Söderberg & Partners takes stake in four IFA firms
Swedish wealth manager Söderberg & Partners announces it has made investments in four IFA firms as it expands its presence in the…

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