Business & Development
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Seccl and moneyinfo to launch market-leading enhanced integration
moneyinfo, the leading client portal supplier for advisers and wealth managers, is developing a sophisticated client onboarding integration with Seccl, the Octopus-owned…
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Hybrid work here to stay as companies embrace flexibility observes GlobalData
The ongoing advancements in technology have made remote collaboration more feasible and seamless than ever before. Collaboration tools have become essential in…
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91% of advisers say poor service from platforms impacts their business: Parmenion/lang cat research reveals
Parmenion has today unveiled a research report, in conjunction with The Lang Cat, which reveals how far short of expectations many adviser…
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Perspective announces 20th acquisition of the year – joining with Primera WM
Perspective Financial Group has announced today that it has completed a further acquisition, of Primera Wealth Management based in Essex. It means…
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Opinion: Why flexible working is key to supporting talent management and D&I inclusion in financial planning profession
The financial planning profession is confronting a significant challenge – an ageing workforce that requires innovative solutions. In this blog for IFA…
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Succession Wealth appoints Daniel Jones as Head of M&A
Succession Wealth announces the appointment of Daniel Jones as Head of Mergers & Acquisitions. Daniel will be a key member of the…
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Quilter Cheviot MPS launches two new strategies on platforms
Quilter Cheviot has announced its Managed Portfolio Service has launched two new strategies on adviser platforms, available immediately. The company is adding…
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Anna Davies appointed Wealth Proposition Director at The Openwork Partnership
The Openwork Partnership has announced the appointment of Anna Davies as Wealth Proposition Director, reporting to Rob Askham. In her new role,…
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Wesleyan’s new Equality Grant launches with a £70,000 donation to projects tackling inequality in society
Wesleyan, the specialist financial services mutual, has donated grants totalling £70,000 to eight organisations across the UK dedicated to reducing inequalities in their local…
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Evelyn Partners bolsters Leeds office with experienced investment manager appointment
Evelyn Partners, the leading integrated wealth management and professional services group, has strengthened its Leeds investment management team by appointing Matthew Wells…
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