Business and Development
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MorganAsh adds triage service for annuities to MARS vulnerability tool
MorganAsh has added a new triage service to its MARS vulnerability software, to help financial advisers identify when to obtain an annuity…
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Fintel extends adviser software platform with the acquisition of Competent Adviser
Fintel, the leading provider of fintech and support services to the UK retail financial services sector, today announced the acquisition of Competent…
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Liqueo rolls out Evelyn Partners Moneyhealth financial wellbeing service
Evelyn Partners has announced that asset and wealth management consultancy firm Liqueo has adopted its employee financial wellbeing service, Evelyn Partners Moneyhealth.…
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Continuum delivers strong performance for the second quarter of 2023
National IFA firm Continuum has reported a 19% rise in assets under advice to over £1.81bn. Financial highlights for the quarter include:…
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EQ Investors launches sustainability questionnaire toolkit
EQ Investors (EQ), the certified B Corp wealth manager, has launched its sustainability questionnaire toolkit aimed at helping financial advisers explore a…
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Twitter replaces blue bird with X – marketers and brand experts respond
Overnight, Twitter has replaced the iconic blue bird with an X. UK newswire, Newspage, asked a dozen social media and branding experts…
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JM Finn promotes internally to Head of Operations role
JM Finn has promoted Todd Babington to head of operations following the retirement of Frank Reardon. Frank Reardon had served as head…
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ebi gains B Corp status
ebi, the award-winning discretionary fund manager and innovative disruptor, today announced that it has achieved B Corp status in recognition of its…
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How to manage different generations of workers and avoid conflict and tension
Written by Steve Butler, CEO, Punter Southall Aspire Businesses are witnessing a demographic revolution that will have major implications for how they…
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Quilter Cheviot expands national footprint with new business development hires
Quilter Cheviot has today announced it has made four new hires across its office footprint as the firm bolsters its business development…
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