Business and Development
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CISI Future Foundation charitable status confirmed & nine trustees appointed
The CISI Future Foundation has announced that, following the official launch in April 2022, charitable status has been granted and a total of nine trustees…
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Evelyn Partners acquires Cambridge-based Ashcroft Partnership LLP
The Wealth Management and professional services group says that the deal will expand the their professional services presence in the East of…
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Royal London extends online trusts to personal menu plans
Mutual insurer Royal London has made further improvements to its digital services by extending its online, signature-free trusts process to its Personal Menu…
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The Openwork Partnership launches new Partnership Development Model
The Openwork Partnership has launched its new Partnership Development Model, designed to provide additional support to partners and enhance the recruitment and…
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SimplyBiz and Comentis join forces on vulnerable clients’ support
SimplyBiz has announced it is working with tech provider Comentis to further strengthen the range of services it offers to help advisers…
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Supplement or substitute – How do advisers view ChatGPT’s potential impact on financial services?
AI technology is without doubt the future we are heading towards. However, what that future looks like is still unclear. How…
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Financial Ombudsman Service publishes its 2023/24 Plans and Budget
The Financial Ombudsman Service has published its 2023/24 plans and budget which sets out their ambitions for the next financial year. You…
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CISI Educational Trust Global Awards 2023 total £19,000
For the first time the CISI Educational Trust Awards has this year expanded to include universities from overseas. CISI’s partner universities have…
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Legal Expert Raises Confidentiality Concerns Over Employees Inputting Sensitive Data into ChatGPT
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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New learning and development initiative for financial services professionals
Caroline Stuart and Melissa Kidd launch a new initiative today called The Co-Laboratory. Aimed at financial services professionals and with an emphasis on…
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