Business & Development
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Schroders strengthens senior leadership with new Head of Europe to drive continued momentum
Schroders has strengthened its senior leadership with the appointment of a new Head of Client Group, Europe, further enhancing its European client-centric…
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Quantios launches Agentic AI capabilities to transform corporate, trust, and fund services
Quantios today announced the launch of its first AI agent within its flagship platform, Quantios Core. Further agents are already in development…
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How can advisers help clients be financially resilient? Industry experts share their insights
This month’s In Focus campaign explores how advisers can help clients build and maintain financial resilience in a time of economic uncertainty,…
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The adviser’s burden: building financial resilience in an age of uncertainty
This month’s In Focus campaign explores how advisers can help clients build and maintain financial resilience in a time of economic uncertainty,…
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Brooks Macdonald appoints Will Hobbs as Chief Investment Officer
Brooks Macdonald announced today the appointment of Will Hobbs as Chief Investment Officer (CIO) effective 7 April 2026, subject to regulatory approval.…
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Measuring the hidden costs of annual reviews in advice firms
Following his first article on the hidden constraints of annual reviews, Brian McLaughlin, Founder of Pillar Client Services Ltd, takes a closer look…
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Good ‘bedside manner’ is still underrated in financial planning | Clifton’s Markwick
What turns a good financial planner into a great one? With the busy tax year-end period in full swing plus stockmarket volatility…
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Fundment tops Defaqto 2026 Platform Service Ratings in adviser survey
Defaqto has reported today that Fundment has topped a new survey of advisers that informs Defaqto’s 2026 Platform Service Ratings, outperforming more…
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FE fundinfo launches UK CCI solution on its Nexus platform ahead of April 2026 obligations
FE fundinfo has today announced the launch of its Consumer Composite Investments (CCI) solution, supported by AI-driven validation, giving product manufacturers a…
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Number of UK CFP™ professionals rises as CISI reports growth driven by younger financial planners
The CISI (Chartered Institute for Securities & Investment), the licensing body for the CFP™ mark in the UK, welcomed 76 new CFP…
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