Business and Development
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CISI awards five new Honorary Fellowships
The Board of the CISI is pleased to announce that five new CISI Honorary Fellowships have been recently awarded to: Honorary Fellowships…
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Aegon becomes latest appointment to SimplyBiz’s Risk Controlled range
Created in partnership with its sister company, Defaqto, SimplyBiz’s Risk Controlled service is designed to both support improved adviser efficiency and the…
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Dentists’ Provident delivers strong annual results in volatile market
The 2022 annual report from Dentists’ Provident, a leading income protection provider for dental professionals, shows that the Society performed strongly in…
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Alveo enhances SFDR & data integration offerings with the addition of Morningstar Sustainalytics ESG solution
Alveo announces the integration of Morningstar Sustainalytics’ ESG content into Alveo’s data management solution. The collaboration combines the two firms’ respective data…
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MorganAsh: Consumers open to revealing health and lifestyle issues
Consumers are more open to answering personal questions about their health and lifestyle than is generally believed, new data from the MorganAsh…
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90% of financial advisers believe integrations between software providers are important to their financial planning process
A survey by FE fundinfo has found that 90% of financial advisers believe integrations between software providers are important to their financial…
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Ascot Lloyd launches adviser academy
The Adviser Academy recruits individuals who are looking to start a career in financial planning and advice. Duncan Gregory, Head of Adviser…
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Danny Szabo joins JM Finn as an investment manager
Danny Szabo has joined JM Finn as an investment manager. Danny has worked in Investment Management for more than a decade. He…
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90% of investment firms still rely on manual processes and spreadsheets
According to new research released today by AutoRek, a reconciliation and finance automation fintech, the overwhelming majority (98%) of investment businesses state…
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Advisers reveal how they expect Consumer Duty to impact retirement advice
The FCA’s Consumer Duty comes into effect at the end of July, and advisers will be considering what adjustments they need to…
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