Business & Development
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Regulated firms failing to adopt open banking or verify source of funds manually
Nearly three quarters (73%) of regulated firms that take on new individual customers and business clients, have yet to start verifying the…
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SimplyBiz adviser survey shows growth in client numbers and overall positive outlook
SimplyBiz has announced the results of its annual member survey, designed to measure adviser sentiment about the current challenges and opportunities they…
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Three in ten employees avoid the office because of their boss
Three in ten employees with hybrid working options say their manager or boss being in the office puts them off from coming…
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Campaign to count a way forward to transform letters of authority – advisers invited to join in the big count
The Pension Lab, a pensions technology specialist, has announced that it has launched a collaborative initiative – #LogYourLoAPain – urging advisers, planners,…
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Evelyn Partners appoints Andrew Middleton as Group Chief Marketing & Commercial Officer
Evelyn Partners, the leading wealth management and professional services group, is pleased to announce the appointment of Andrew Middleton as Group Chief…
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Nationwide rolls out over 400 Safe Spaces for domestic abuse victims
Nationwide will offer safe spaces to people experiencing domestic abuse across more than 400 branches across the UK. Nationwide last year promised…
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Aubrey Capital Management to partner with LarrainVial
Aubrey Capital Management, the Edinburgh and London based specialist investment manager, and LarrainVial, one of the largest financial services groups in Chile,…
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Dynamic Planner launches Single Strategy Mapped Service
Dynamic Planner, the UK’s leading risk based financial planning system, has launched a pioneering approach to single strategy fund mapping. Available from…
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Four Trends That Will Shape the Wealth Management Sector in 2024
Written by Nilesh Vaidya, Global Industry Head of Retail Banking and Wealth Management, Capgemini The wealth management sector continues to face pressure…
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M&G appoints Head of Global Banks and Head of Nordics to continue to drive growth and client service
M&G Investments today announced two senior appointments in its Global Distribution team as part of the firm’s strategy to expand its distribution…
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