Business & Development
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Quilter makes triple investment director hire
Quilter has added three new investment directors to its team as it looks to provide further support to financial advisers with its…
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Why advisers must educate clients on the importance of cyber security
Written by Amanda Jackson, head of technology at Equilibrium Financial Planning In an age defined by rapid digital advancements, many aspects of…
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Titan Wealth Group announces sponsorship of GB Sevens men’s and women’s teams
Titan Wealth has announced its sponsorship of GB Sevens Rugby, becoming the Principal Partner and Main Shirt Sponsor of both the men’s and…
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atomos bolsters financial planning leadership team ahead of next phase in its evolution
Financial planning-led wealth manager atomos has appointed four senior executives to new roles, as it prepares the ground for the next phase of…
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Generational Tensions Linked to Lower Workplace Productivity in the UK and US
Employees who are much younger than their managers report lower productivity than those closer in age due to a lack of collaboration…
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Nicola Parish to leave The Pensions Regulator
Nicola Parish, Executive Director of Frontline Regulation, will be leaving The Pensions Regulator (TPR) next month. Mel Charles, the current Director…
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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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