Business and Development
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Advisers call out their biggest challenges and opportunities
Canada Life research has found one in two (51%) advisers polled say their biggest challenge this year is implementation of the Consumer…
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Confidentiality concerns over employees inputting sensitive data into ChatGPT after Italy ban: useful analysis from legal expert
Richard Forrest, Legal Director at the UK’s leading data breach law firm, Hayes Connor, discusses the potential risks of employees sharing sensitive…
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PFS releases statement announcing independent governance review
This afternoon, the Personal Finance Society (PFS) has announced an independent governance review. Conducted by Integrity Governance, the PFS says that this…
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Cooper Parry Wealth Acquires Future Perfect
Cooper Parry Wealth (CPW) has just acquired successful London-based financial planning business Future Perfect. Founded in 2005 by Nick Crowe and Sue Royle,…
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The Elite Summit
The Elite Summit is an invitation-only, premium summit bringing leading private wealth management investors and innovative fund managers and consultants. The summit’s…
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Square Mile Academy of Funds: Ratings Round-Up for March 2023
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 79 interviews with investment professionals from 37 asset management groups over…
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Liontrust principal partner with Blackpool FC Community Trust for Girls’ Emerging Talent Centre
Liontrust, the specialist fund management company, has partnered with Blackpool Football Club Community Trust to become a principal partner and the front…
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Adam Owen joins the Board of the The Institute for Financial Wellbeing as Non-Exec Director
The Institute for Financial Wellbeing (IFW) is delighted to announce that Adam Owen, Director and Head of Content at NextGen Planners has…
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Employers adapt health and wellbeing support to hybrid working patterns
Employers are adapting the health and wellbeing support they offer to employees in light of new remote and hybrid working patterns, according…
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Rathbones announces combination with Investec Wealth & Investment UK
The Boards and Management of Rathbones Group Plc and Investec PLC have announced that they have entered into a definitive agreement regarding…

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