Business and Development
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SEI Extends Relationship with Evelyn Partners
SEI today announced a new agreement that will extend its relationship with leading UK wealth manager Evelyn Partners Investment Management Services Limited…
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Could ChatGPT replace your financial adviser?
Written by Paul Nixon, Head of Behavioural Finance, Momentum Investments Paul Nixon, Head of Behavioural Finance, Momentum Investments has been diving in…
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Canada Life launches Diversified Risk Managed Fund Range
Canada Life has today announced the launch of its Diversified Risk Managed (DRM) fund range as part of the refresh of the…
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SimplyBiz strengthens Consumer Duty support with VouchedFor deal
As part of its comprehensive programme of Consumer Duty support, SimplyBiz has partnered with VouchedFor to offer an exclusive deal to its…
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Digital compliance provider, SmartSearch, launches enhanced next generation platform
SmartSearch, a leading digital compliance provider, has launched its next generation platform with enhanced functionalities driven by the latest technology and customer…
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PwC Releases 11th Global Family Business Survey Report
Family businesses see largest growth increase in 15 years: traits like values, employee communication, digital capabilities stand out in companies which outperformed…
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Lyfeguard wins Davey & Weber IFA, boosting efficiency through their IFA solution
Lyfeguard, a life planning assistant and document management platform for Independent Financial Advisers (IFAs), has signed up Davey & Weber IFA Ltd, boosting…
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Market report: Emergency takeover of Credit Suisse fails to quell turmoil
Written by Susannah Streeter, head of money and markets, Hargreaves Lansdown Credit Suisse was on life support and Swiss authorities believed only…
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Perspective acquires three firms in Huddersfield, Cardiff and Whitstable
Perspective Financial Group Ltd has announced that it has completed three further acquisitions with the purchase of HNH Financial Services Ltd (HNH)…
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Demand for financial education in schools jumps by 10%
There’s been a 10% increase in the number of 15 to 18-year-olds who want to learn more about money and finance in…
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