Business & Development
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WealthAi and Stratiphy partner to deliver AI-driven portfolio solutions for asset managers and family offices
WealthAi, the first AI-driven operating system (OS) designed specifically for wealth managers, family offices and private banks, has partnered with wealth management…
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Targeted Support may help firms address the advice gap
Mark Glover, Managing Director and Head of Wealth Management UK & Ireland at Ortec Finance, highlights how the FCA’s forthcoming Targeted Support…
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Two new Directors join PFS board
The PFS has today announced the appointments of Dr Alan Whittle FPFS and Adam Harper as new Directors of the organisation. Dr…
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Better Together – new data reveals how IFAs thrive as part of a network
Long-term IFA success is built on community, infrastructure and hands-on support, according to new data released by ValidPath, the network for Independent Financial…
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Mind the Trust Gap: Over a quarter of Brits have no confidence they could access trustworthy financial advice
As the economic climate looks increasingly uncertain for the year ahead, more than one in four Brits (26%) admit they are not…
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Schroders Greencoat announces new green digital infrastructure platform and first data centre investment
Schroders Greencoat, the specialist energy transition infrastructure manager of Schroders Capital, today announces its first investment into green digital infrastructure with the acquisition of…
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Söderberg & Partners announces investment in three more high-calibre UK advice businesses
Swedish wealth manager Söderberg & Partners announces investments in three IFA businesses as it grows its footprint in the UK financial services…
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Vanguard announces sponsorship of the UK Platform Awards
Vanguard is delighted to announce it will sponsor the prestigious UK Platform Awards for at least the next three years. The awards…
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Maven Capital Partners announces planned leadership succession
Maven Capital Partners today announces the appointment of Ewan MacKinnon as Managing Partner. Founder and previous Managing Partner Bill Nixon has moved…
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NS&I announces provisional Q3 2025-26 results and 2026-27 net financing target
NS&I today published its unaudited quarterly results for the third quarter of the financial year 2025-26 (October-December 2025). Net Financing for the…
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