Business & Development
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Defaqto launches Consumer Duty Profiles pilot for product providers
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has launched a pilot of its new independent…
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Built by Financial Planners for Financial Planners, PlanHappy brings ‘all-in-one’ back-office software to market
A new ‘all in one’ technology solution to support Financial Planners and Financial Advisers nationwide has officially launched to market today, from…
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Evelyn Partners bolsters Midlands presence with Financial Planner appointment
Evelyn Partners has announced the appointment of Declan Kirby as a Chartered Financial Planner in its Birmingham office. Before joining Evelyn Partners,…
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Open Banking Creates Savings on Payment Processes and Business Operation time Vs Non-Users, New Study Reveals
Two in three (66%) larger UK businesses say they are very familiar with open banking and users report an average annual saving…
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Evelyn Partners appoints Edward Park as Chief Asset Management Officer
Evelyn Partners has announced that Edward Park will be joining the business in April as Chief Asset Management Officer. As part of…
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Aegon UK appoints new Chair to Board of Directors
Aegon UK has appointed Christina McComb, OBE, as its new Non-Executive Director and Chair of the Board of Directors. Christina replaces previous…
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Isio announces the appointment of three new partners
Isio has announced three new partners, demonstrating its continued investment for future growth and expansion. Recognising the importance of investing in people,…
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JM Finn purchases new Winchester office
JM Finn has bought new office premises at a central location in the heart of Winchester cementing its ongoing commitment to Winchester…
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Planned CEO succession at Ascot Lloyd announced
Ascot Lloyd, one of the UK’s fastest growing IFA firms, today announced that it has initiated a search for a successor to…
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Scottish Widows Platform awarded A rating by AKG
Scottish Widows Platform has received an ‘A’ rating, the highest awarded for financial strength from financial analytics firm AKG. Scottish Widows Platform…
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