Business & Development
-
Advisers highlight key areas for future Government pension policy
Survey findings from the latest NextWealth: Managing Lifetime Wealth report, sponsored by Aegon, reveals a strong desire for future Government reform among…
-
Lyfeguard joins forces with Adviser Services Holdings Limited to streamline data access for IFAs
Lyfeguard, the innovative SaaS fintech company revolutionising client management and engagement in the financial advisory sector, has partnered with Adviser Services Holdings…
-
Why businesses must empower women to reach the top of the tech ladder
Written by Sai Bendi, Software Development Manager at Encompass Corporation Throughout the technology sector, women today continue to face hurdles when it…
-
The Timebank: Dear Regulator…financial adequacy of Manufacturers
With their take on the occasional ‘Dear CEO’ letter that comes out of the FCA, The Timebank are producing a range of…
-
GBST upgrades its Salesforce based WealthConnect practice management system to enhance adviser efficiencies and client outcomes
London – GBST, a leading global provider of wealth management administration, adviser, and digital technology solutions, has unveiled significant upgrades to its…
-
Quantum Advisory promotes Darren Wateridge to Principal Consultant in London
Quantum Advisory, the leading independent financial services consultancy, today announced the promotion of Darren Wateridge FIA to the role of Principal Consultant. Darren, who…
-
CII data shows EDI practices have a positive impact on businesses
Data from the Chartered Insurance Institute’s (CII) 2023 Corporate Chartered Equality Diversity & Inclusion (EDI) survey indicates positive business outcomes for firms…
-
Survey shows HNW individuals demand better digital experience from advisers
A new White Paper by Compeer in partnership with moneyinfo looks at whether the trend for increased tech spend from advisers and…
-
The Crucial Role of Women in Private Client Industry Growth
Written by Alex Gibson-Watt, Managing Director at John Lamb Hill Oldridge The theme of this year’s International Women’s Day was to ‘inspire…
-
How often should you ask for client feedback?
Written by Jess Rushton, Head of Business Development, Smart Money People I’m sure Prince William knew that the pint he pulled recently…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
