Business & Development
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NextWealth report predicts five significant shifts in financial advice by 2028
NextWealth has published its Future of Financial Advice report, which uses data and insights to highlight the disruptive forces that are determining…
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ValidPath launches funding solution to remove financial barrier for ARs leaving legacy networks
ValidPath, the network for independent financial advisers, has launched a new funding solution to support established firms wanting to leave their current…
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Phoenix founders: one in three business owners admit their first business was a failure
Almost a third (31%) of business owners admit to having at least one failed business, according to research from Charles Stanley. Of…
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7IM’s MPS range available on M&G Wealth Platform
7IM today announces its entire Model Portfolio range is now available on M&G’s Wealth Platform. The range consists of its Active, Blended,…
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Performance chasing has been a winning strategy in the last decade
Laith Khalaf, head of investment analysis at AJ Bell, comments: “Everyone knows that chasing fund performance is a fool’s errand. Except for…
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Wealthtime launches online Notification Centre for real-time application updates
Wealthtime, the adviser-focused platform business, has launched an online Notification Centre where advisers can get real-time updates for trading and admin requests…
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Finance and insurance industry sees annual leave dip by 9% in last year
A new report reveals that employees in the finance and insurance sector are not using their full annual leave entitlement, which means that…
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Bevan Money appoints Brian Brodie as CEO
Bevan Money, an aspiring bank with a clear focus on the housing needs of public sector workers, has appointed Brian Brodie as…
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Air extends partnership with Canada Life in three year ambassador deal
Air has extended its partnership with Canada Life for a further three years as part of its Ambassador programme. Through the partnership, Canada Life will…
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Canada Life boosts bulks team with appointment of Shreyas Sridhar
Canada Life has appointed Shreyas Sridhar as its’ new Business Development Director for Bulk Purchase Annuities, reporting in to Tim Coulson, MD,…
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