Business & Development
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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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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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