Business & Development
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L&G to deliver better-connected experience for customers and clients with newly created Chief Customer Officer role
L&G has announced the appointment of Sarah Spooner to the newly created role of Chief Customer Officer (CCO), strengthening its commitment to…
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ValidPath Group appoints Chief Technology Officer to scale AI infrastructure for financial advice
Rimbal, the parent group of ValidPath, the network for independent financial advisers, has today announced the appointment of Brian Wagner as Chief…
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Aveni selected by Quilter to support deployment of AI powered support across adviser network
Quilter Financial Planning, has selected AI-specialist fintech Aveni to support the introduction of AI into day-to-day advice operations, with its product Aveni Assist now…
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Wealth Club launches the UK’s first private markets pension amid high market volatility
Wealth Club, has launched the UK’s first dedicated Private Markets Self Invested Personal Pension (SIPP). UK individuals can now invest in a…
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HSBC Asset Management appoints Thorsten Michalik as CEO for Alternatives
HSBC Asset Management (HSBC AM) has appointed Thorsten Michalik as CEO of its Alternatives business, effective 1 April. Thorsten will succeed Joanna…
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Rethinking annual reviews: the hidden constraint in UK advice firms
Brian McLaughlin, Co-Founder of Pillar Client Services, examines how annual reviews, long considered a cornerstone of client relationships, have become an overlooked…
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IFGL announces acquisition of Octium Group
International Financial Group Limited (IFGL) has announced today that it has agreed a deal to acquire Octium Group, a Dublin-based unit-linked life…
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Mark Allcock joins Lyfeguard as Co-founder and CTO to support business growth
Lyfeguard, the secure digital platform built to address the growing complexity of modern life by providing a structured system of record for…
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To eliminate GIGO, why complex data needs a KISS revival | Insights for advisers from Raw Knowledge MD, Preya Patel
As wealth management data grows ever more complex, the sector faces a critical challenge: without clean, auditable information, AI tools and digital…
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Plannr Launches new mobile app, extending fully integrated client portal
Plannr Technologies Ltd, the modern, API-first CRM provider for financial advice firms, today announced the launch of its new mobile app, Wealth…
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