Business & Development
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In Partnership acquire The Adviser Support Hub (TASH) and The Admin Pod (TAP), leading providers of paraplanning and administration support for financial advisers
Written by Aaron Reed of In Partnership · Strategic acquisition support In Partnership’s growth plans. · In Partnership network advisers to get access…
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Fintel announces acquisition of fintech provider ifaDASH
Fintel, the leading provider of fintech and support services to the UK retail financial services sector, has announced the acquisition of ifaDASH,…
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St. James’s Place partners with Sky Arts for its first TV sponsorship
St. James’s Place (SJP), the UK’s largest financial advice company, today announced its first-ever TV sponsorship on Sky Arts. The creative will aim…
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Conflict of interest judgment could have lasting implications for professional deputies
The long-awaited ruling by the Senior Judge of the Court of Protection around the appointment of in-house investment managers to act on…
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Study reveals growing complexity is leading to more outsourcing in the fund management industry and a greater focus on innovation
Over the next two years, 99% of fund managers believe it will become much harder to navigate regulatory complexities, and this will…
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Defaqto reveals advisers’ preferred DFM providers
Survey conducted among 274 advisers in August and September of last year found that: Defaqto’s newly released annual DFM Satisfaction Study 2024 has found…
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16 providers back ULoA as Origo proves switching to digital LoA makes commercial sense
Momentum amongst providers to switch to a digital letter of authority process has quickly picked up pace as Origo has proven that…
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SmartSearch secures significant investment to fuel ambitious growth plans
SmartSearch, a leading UK provider of digital compliance and anti-money laundering (AML) software, has today announced it has signed an agreement to…
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Women Leading the Charge: The Financial Planning B Corp Empowering Tomorrow’s Investors
Financial planning firm Paradigm Norton is proud to be championing women in the male-dominated finance sector. As a B Corp owned by its employees…
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7IM continues its growth strategy with the acquisition of Eastcote Wealth Management
7IM has today announced it has completed the acquisition of Eastcote Wealth Management as it continues to execute its strategic growth plans…
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