Business & Development
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Addressing the Discrepancy: Morningstar Research Finds Women Underrepresented in Crucial Board Roles
As we celebrate International Women’s Day today, it’s good to realise that diversity has made significant strides in the investing mainstream, notably…
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Dynamic Planner launches Tram™ – a brand new digital customer engagement app for the financial planning industry
Dynamic Planner has launched ‘Tram™’, a brand-new digital engagement app white labelled to financial planning organisations and designed to keep customers engaged…
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Continuum: Reputation key when choosing a financial adviser says new report
Reputation and credibility are the most important factors when it comes to choosing an independent financial adviser, according to a new consumer…
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Quilter Financial Adviser School rebrands to Quilter Academy and makes changes to its model
Quilter is pleased to announce it is making significant changes to its Financial Adviser School including rebranding it to the Quilter Academy.…
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The hidden costs of the Letter of Authority – and what can we do about them?
Written by Scott Phillips, CEO of The Pension Lab Amidst the ongoing discourse surrounding the Letter of Authority (LoA) process, it’s evident…
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Kingswood Group appoints new CFO and Head of Wealth Planning
Kingswood has today announced two key appointments with Vinoy Nursiah as Chief Financial Officer (CFO) and Bryan Parkinson as Managing Director, Head…
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The Lang Cat research: Paraplanners say provider admin and disconnect with advisers are blockers to getting the job done
The lang cat has launched its sixth annual State of the Advice Nation (SOTAN) report, and today shares for the first time,…
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Ben Goss, CEO, Dynamic Planner: “We’ve built the digital future of financial planning, for the advice industry to use today”
Speaking earlier today to over 700 financial planning professionals at the 12th annual Conference for Dynamic Planner, the UK’s leading risk based…
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Sparrow Solutions Report Writing Workshop: Release your inner storyteller.
Whilst there are loads of technical exams and CPD for paraplanners, there’s actually very little practical training available. Sparrow Solutions, founded by…
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Square Mile Academy of Funds: Ratings Round-Up for February 2024
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 66 interviews with investment professionals from 37 asset management groups during…
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