Business & Development
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IBA announces appointment of Lloyds Bank to lender panel
The Financial Intermediary & Broker Association (FIBA) has announced the appointment of Lloyds Bank to its lender panel, with immediate effect. The…
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CFA Institute Outlines Policy Recommendations for “Finfluencer” Social Media Content
New research published today by CFA Institute, the global association of investment professionals, shows how financial influencers (“finfluencers”) engage Gen Z investors…
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Assets under influence at national IFA partnership Continuum rise 23% in 2023
National financial advice firm Continuum has reported a 23% rise in assets under influence in 2023, ending the year with assets over…
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Defaqto appoints Sally Boyle as new Chief Sales Officer to drive ambitious growth plans
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has announced the appointment of Sally Boyle as…
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The EU’s AI Act – Good Regulation, Bad Regulation or Somewhere In Between?
Simon Portman is Of Counsel, and Mike Williams is Partner at IP specialists, Marks & Clerk History is littered with knee-jerk legislation, enacted with good intentions…
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Rosemount announces over £27,000 raised for charities during Annual Conference
Rosemount Financial Solutions (IFA), the independent mortgage and protection network, has today (24th January 2024) announced it raised £2,705 for two charity…
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Johnny Timpson OBE joins MorganAsh to help drive expansion
MorganAsh has appointed Johnny Timpson OBE as its new chairman, subject to FCA approval. The news comes as MorganAsh expands its operations…
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CFA UK launch new certificate in impact investing
CFA Society of the UK has announced the launch of the Certificate in Impact Investing, a first-of-its-kind qualification aimed at investment professionals…
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Ziad Chami joins Glamis as new head of Risk
Glamis has today announced that Ziad Chami has joined their team as the new head of Risk. Ziad spent 12 years in…
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MainStreet Partners crowns 2024s “ESG Champions”
MainStreet Partners, the London-based ESG partner of top-tier investors and distributors, has today announced the winners of its 2024 “ESG Champions” commendation.…

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