Business & Development
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Flagstone receives £108 million investment from Estancia Capital Partners
Flagstone, the UK’s leading cash deposit platform, has announced a £108 million ($138 million) equity investment by Estancia Capital Partners, a US financial…
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Validpath appoints Rory Jackson as network development manager
ValidPath, the network for independent financial advisers, has announced the appointment of Rory Jackson as Network Development Manager as it expands its…
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Retaining the humans in human resources
By Tsvetelina Hinova, co-founder of Thankbox The growth of artificial intelligence (AI), the Covid-19 pandemic, and the accelerating trend towards globalisation have…
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Auditing organisational culture and why it’s a challenge worth taking
As we celebrate International Women’s Day today, it reminds us that the bar is rising for firms needing to prove their good…
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Veuve Clicquot announces finalists for 2024 Bold Woman and Bold Future Awards
Veuve Clicquot has announced the finalists for the 2024 Bold Woman and Bold Future Awards. Now in its 52nd year, the awards…
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Nationwide should approach Virgin Money rebranding with caution, says GlobalData
Following the news that Nationwide Building Society has agreed to buy Virgin Money UK for £2.9 billion, Phoebe Hodgson, Banking and Payments Analyst at GlobalData, offers her view: “Nationwide’s preliminary…
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Addressing the Discrepancy: Morningstar Research Finds Women Underrepresented in Crucial Board Roles
As we celebrate International Women’s Day today, it’s good to realise that diversity has made significant strides in the investing mainstream, notably…
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Dynamic Planner launches Tram™ – a brand new digital customer engagement app for the financial planning industry
Dynamic Planner has launched ‘Tram™’, a brand-new digital engagement app white labelled to financial planning organisations and designed to keep customers engaged…
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Continuum: Reputation key when choosing a financial adviser says new report
Reputation and credibility are the most important factors when it comes to choosing an independent financial adviser, according to a new consumer…
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Quilter Financial Adviser School rebrands to Quilter Academy and makes changes to its model
Quilter is pleased to announce it is making significant changes to its Financial Adviser School including rebranding it to the Quilter Academy.…
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