Business and Development
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M&G Investments appoints Neil Godfrey as Global Head of Client Group
M&G Investments today announces the appointment of Neil Godfrey as Global Head of Client Group to lead all distribution, marketing and client…
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Is the CISI’s gold standard Certified Financial Planner™designation worth the climb? We hear from four financial professionals who have gone for gold…
When it comes to carving out a successful career in financial planning, there are several professional qualifications to choose from. But ask…
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Parmenion group reports growth surge and doubling of platform flows
Parmenion today announces its full-year results for the year ending December 2024 reporting robust financial and operational performance. The annual report and…
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Moneyinfo and ZeroKey partner to accelerate data access and integrations for advisers
moneyinfo, the leading client portal and app for wealth management and financial planning firms, has partnered with ZeroKey to simplify and accelerate adviser access…
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Rising number of clients are concerned about intergenerational planning research shows
Research from HSBC Life (UK) for its new report, The Three I’s of Investable Capital 2025, reveals 80% of clients are now…
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Oxford Risk launches ‘the art of behavioural investing’ to boost financial literacy
Oxford Risk, a global leader in behavioural finance, in collaboration with professional learning platform 42Courses, is launching The Art of Behavioural Investing.…
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The Openwork Partnership celebrates 20 year anniversary with £1m fundraising campaign for The Openwork Foundation
To celebrate 20 years working together, The Openwork Partnership has set an ambitious goal to raise £1 million for The Openwork Charitable…
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How UK Platforms are redefining growth through tech and transformation
A new benchmarking report published today by The Platforms Association, the trade association for the investment platforms sector, has highlighted huge optimism for…
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Intergenerational wealth transfer is major client priority as financial planning firms invest in technology to enhance client experience
Clients of financial planning firms are increasingly looking for support with long-term priorities across retirement, estate planning and intergenerational wealth transfer, according…
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Adviser insight: Financial advisers need enablers, not blockers says Rosemount’s Ahmed Bawa
One of the challenges financial advisers face is the sheer breadth of areas that clients may want support with. This isn’t about…
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