Business & Development
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Fortify Wealth – new advice firm launched by two ex-Octopus Sales Managers – A partner of M&G Wealth Advice
After a combined tenure of 15 years at Octopus Investments, Joe Payne and Tom Wood have decided to help bridge the advice…
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Quilter adds two new appointed representative firms to advice network
Financial advice network, Quilter Financial Planning, has reported today that it has added two new appointed representative firms to its network. In…
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Finance emerged as the most advantageous sector from AI government grants
Finance organisations are among those benefiting most from government grants to adapt to AI innovation, a new report has revealed. AI and analytics leader, SAS, analysed…
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Comentis launches equity release mental capacity assessment
Comentis, the duty of care assessment company, has announced the launch of a ground-breaking, tech-enabled mental capacity assessment for the equity release…
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AJ Bell launches ‘Tech Zone’ hub for advisers
AJ Bell has launched a new technical hub for financial advisers designed to support them with impending pension tax changes when the…
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Lyfeguard partners with Finova Money to overhaul financial planning and digital wealth management
Lyfeguard, the innovative SaaS fintech company revolutionising client management and engagement in the financial advisory sector, has partnered with Finova Money, integrating…
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Regulated firms battle surge in financial crime attempts, alarming new data finds
An alarming 42% of regulated firms are reporting a rise in financial crime attempts, while more than a quarter of firms say…
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Top tips for boosting your business’ financial efficiency in 2024: an accountant’s perspective
Lee Murphy, managing director, The Accountancy Partnership, has shared his top tips for owners and managers of advice businesses gearing up for…
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SimplyBiz launches adviser academy in partnership with Competent Adviser
SimplyBiz has announced the launch of ‘MyLearning Academy’, an online learning portal developed in partnership with Competent Adviser. The academy, which is…
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Evelyn Partners boosts Guildford financial planning team with appointment
Evelyn Partners has announced the appointment of Reinoud Noorduijn as a Certified Financial Planner in its Guildford office. The move is part…
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