Business & Development
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Future of Wealth Management is relationships not transactions, new research finds
· Wealth clients want multi-channel relationships – as 95% of clients reject chatbots · Wealth management staff will need new skills – to support…
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Scottish Widows Platform now live in Dynamic Planner
The Scottish Widows Platform is now live for valuations in Dynamic Planner, the UK’s leading risk based financial planning system. This new…
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Invesco UK announces new environmental partnership to help support and restore the UK’s wetlands
Invesco UK and the Wildfowl & Wetlands Trust (WWT) have launched a partnership to support conservation and restoration of UK wetlands. Wetlands have…
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Pensions gap widens – property wealth key to retirement planning say financial advisers, Nokkel & FNZ report finds
London, 18 September 2023: Today Nokkel, the house wealth and fintech platform, in partnership with FNZ, the leading global wealth management platform, reveal new…
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How advising young footballers can kick-start a career in financial services
Written by Macey Greenall, Financial Adviser at Key Financial Wealth Management Ltd Joining the financial services industry can be a daunting prospect.…
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Millbrook Business Finance reports record 12-month growth figures on its 3rd anniversary
Millbrook Business Finance, a leading broker in the business finance market, is celebrating its third anniversary with record 12-month growth figures. During…
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Report Writing Masterclass from the Co-Laboratory and CATS
Three experts, two cities and one fantastic event! The Co-Laboratory and CATS are joining forces. Melissa Kidd and Caroline Stuart are thrilled to be teaming up…
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Clients ‘put off’ by businesses boasting their ESG credentials, survey suggests
Efforts by some businesses to promote their environmental and social impact on society are pushing some customers away and risk damaging their…
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New report uncovers the life events that negatively impact women’s finances
Money Matters by AJ Bell today launched a new report that provides a unique insight into the financial pitfalls that disproportionately affect women and…
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Advice not admin – How tech is revolutionising the life of advisers
James Priday, CEO of P1 Investments Did you know advisers who embrace technology generate 54% more revenue than those who don’t? It’s…
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