Business and Development
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Exponential client growth will continue to accelerate, say wealth managers and financial advisors
The number of clients personally serviced by wealth managers, portfolio managers, financial advisors and financial planners has grown significantly during the past…
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Is it time to revisit UK Equities? Comments from abrdn following inflation data
The UK is unloved and mispriced. There are a range of reasons given for this, one of which is the UK’s problem…
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CII welcomes five new Chartered Firms in Q2
The CII has announced today that five financial planning and insurance firms have recently gained corporate Chartered status with the professional body.…
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Ensuring employees feel supported over the summer holidays – MetLife UK
As the summer season picks up, and schools across the UK break up for the holidays, it’s important to be aware of…
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M&G appoints Clive Bolton as new Life Insurance CEO
M&G plc, the leading international saving and investment business, today announces the appointment of Clive Bolton as the Chief Executive Officer of…
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Three new UK financial planning firms achieve CISI Accredited Financial Planning Firm status
Three new UK financial planning businesses have joined the CISI exclusive list of Accredited Financial Planning Firms (AFPF). Staffordshire-based Oak Four, Santorini Financial Planning in Leicestershire…
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HSBC announces two year research fellowship in partnership with the University of Oxford’s Wellbeing Research Centre
HSBC and the Wellbeing Research Centre at the University of Oxford have announced the launch of the HSBC Research Fellowship, a two-year…
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TIME Investments makes senior product development hire and expands marketing team
TIME Investments, which specialises in tax-efficient investment solutions and asset-backed income-producing funds across real estate, infrastructure, renewable energy, and lending, has hired…
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The biggest challenges facing the tech industry – from cyber-security threats and AI ethics, to talent retention and evolving regulations
The technology industry is faced with many challenges due to rapid advancements – requiring companies to constantly innovate in order to stay…
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Firms should maximise opportunities of extended pensions dashboard deadline, says Wealth Wizards
As the pension landscape evolves, pension dashboard service (PDS) firms are at a critical juncture. Wealth Wizards is encouraging these firms to…
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