Business & Development
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Brooks Macdonald launches international gilt portfolio service
Brooks Macdonald, a wealth manager with £16.9 billion in funds under management, announces the launch of its gilt portfolio service, providing its…
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Financial advisers taking a proactive approach to care-planning amid political procrastination
• Clients’ future care requirements are high on the agenda for vast majority of financial advisers. • Half of over-45s arranging care…
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Quilter Investors hires new investment strategist
Quilter Investors, the multi-asset investment provider, has hired Lindsay James into the newly created role of investment strategist. Reporting into chief investment…
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2023 Personal Finance Society Awards: Winners announced
Yesterday the Personal Finance Society (PFS) held its 15th annual Personal Finance Society Awards ceremony, celebrating the individuals and firms who deliver exceptional…
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Paradigm add Cybersecurity module to CPD Test Zone
Paradigm, the mortgage, protection and compliance services proposition, has today (12th October 2023) announced the addition of a new Cybersecurity test module on…
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New SumUp report reveals consumer expectations
With Christmas, Black Friday and Cyber Monday all fast approaching, many UK businesses are gearing up for what should be the busiest…
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Thought you’d nailed cybersecurity training? Think again, AI is coming for your teams
Max Vetter, VP of Cyber at Immersive Labs looks at how financial advice firms can get their workforces’ cyber resilience right in the…
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92% of FAs say clients make financial decisions without their knowledge
In a recent survey by Twenty7tec, 92% of financial advisers and wealth managers reported that clients make decisions without their knowledge when…
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Broker mandates vulnerability checks as FCA warns of weak identification
A mortgage and protection brokerage in Liverpool has mandated the completion of vulnerability assessments for all customers, as the FCA warns financial…
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Slump in the pension transfer market as nearly 2000 advisers leave the market in 4 years and transfer values plummet
LCP are warning that some members who may benefit from a DB pension transfer may lose out because of a smaller pool…
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