Business and Development
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P1 Investment Services hires former M&G and Standard Life platform specialist James Bishop
P1 Investment Services, operator of the P1 Platform, has appointed James Bishop as Senior Platform Account Manager. This appointment marks the latest move by P1…
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New website launches to boost female representation in finance
Scottish Widows has partnered with professional networking group Her Wealth Network to launch a new website, in a bid to address gender…
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The Openwork Partnership welcomes Bain Capital as Strategic Investor as Network continues Growth Story
The Openwork Partnership (Openwork), one of the UK’s largest financial advice networks, today confirms the completion of the transaction that sees Bain…
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Saltus to acquire specialist financial planning business Delta Financial Management
Saltus, the wealth management and financial planning business, has announced the acquisition of Delta Financial Management (“Delta”), a specialist financial planning business…
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Rosemount Financial Solutions continues growth with new advisers
Rosemount Financial Solutions (IFA), the mortgage, protection, and financial planning network, has continued its strong growth trajectory into 2025, welcoming seven new…
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Industry standard developed to transform platform account opening for advisers
Advisers will experience significant time savings and enhanced client service due to the development of Criterion’s new Platform Account Opening (PAO) Standard. …
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Rathbones Asset Management appoints specialist to multi-asset team
Rathbones Asset Management Limited (RAM), has appointed Thomas Whitfield as the investment specialist for the Rathbone Multi-Asset Portfolio fund range. He will…
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Origo enhances Unipass Transfer Tracking as service hits over 20,000 pension transfer searches
Over 20,000 pension transfers have been searched for by advisers on Origo’s recently launched Unipass Transfer Tracking portal, as further enhancements are…
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Finding your study strategy for professional qualifications – we offer practical tips for advisers and paraplanners studying for exams
Let’s face it—balancing a career in financial advice with the demands of professional exams can sometimes feel like juggling chainsaws on a…
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Adviser optimism surges as Consumer Duty and tech-driven strategies strengthen business outlook finds FE fundinfo adviser survey
81% of advisers favour integrated systems over multiple “best of breed” solutions, according to FE fundinfo’s 2025 Financial Adviser Survey FE fundinfo,…
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