Business & Development
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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…
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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…
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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…
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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…
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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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