Business and Development
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Better Education of Investors ‘Would Boost Business for Advisers’
Spending more time educating investment clients would pay off for advisers in increased business, new research* from behavioural finance experts Oxford Risk…
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Warren Vickers joins The Openwork Partnership as Head of the Commercial Team
The Openwork Partnership, one the UK’s largest financial services networks, today has announced the appointment of Warren Vickers as Commercial Development Director,…
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SmartSeach comments on UK Finance’s Annual Fraud Report
An announcement today by UK Finance’s Annual Fraud Report 2023 has revealed that more than £1.2 billion was stolen by criminals through…
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UK Government u-turns on Retained EU Law Bill – comment from RoSPA
In a major twist of events, it has just been announced that the Government has scrapped its plans to replace all remaining…
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Should the Bank of England hike rates tomorrow? 12 experts give their views
On Thursday the 11th of May, the Bank of England will reveal its latest interest rate decision. Industry experts and professionals alike,…
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M&G Wealth appoints Ella Hugh as Director of Proposition and Marketing
M&G Wealth has appointed Ella Hugh as its new Director of Proposition and Marketing. Ella joins the company from abrdn where she…
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The Emotional value of financial advice
Financial advice delivers many benefits, but in a time of challenging economic conditions it’s the emotional support that clients value the most,…
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Perspective acquires four more advice firms plus academy reaches 40 people
Perspective Financial Group Ltd has announced today that it has completed fourfurther acquisitions of advice businesses with the purchase of Tees Valley…
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Firms must adopt a perpetual KYC model to meet rising fraud threat
Regulated firms need to make the switch to a perpetual Know Your Customer (pKYC) model to stay alive to the rising threat…
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The Paraplanner Club Welcomes Sam Patterson as Director and Head of Mentoring
The Paraplanner Club, a free mentoring scheme for paraplanners, is pleased to announce the appointment of Sam Patterson as its new Director…
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