Business and Development
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Technology the way for the industry to deliver ‘personalised financial guidance’
Technology will be instrumental in helping government and the regulator in their aim to deliver personalised financial guidance and more affordable advice…
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Financial Inclusion & Disability Study – City Hive
Investment firms have an opportunity to offer straightforward assistance and flexible services to disabled people as the cost-of-living crisis causes much financial…
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Embark launches The Paraplanner Room
Embark Group has announced that it is launching ‘The Paraplanner Room’, a dedicated resource hub offering insight, information and tools for paraplanners…
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Defaqto launches fully integrated cashflow modelling
The independent financial information, ratings and fintech business, Defaqto has launched cashflow modelling as part of its ongoing investment into its market-leading…
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Tony Pitcher TEP elected worldwide Chair of STEP
Tony Pitcher TEP, Chair of the Jersey Board of Altum Group, has been elected as worldwide Chair of STEP, effective 1 January…
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Old Mill appoints David Gage as Partner
Old Mill is continuing its drive to become the fastest growing practice in the region with the appointment of highly experienced tax…
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Nucleus Group’s recommended acquisition of Curtis Banks Group plc
Nucleus has today announced the recommended cash acquisition of Curtis Banks Group plc for consideration of 350p per Curtis Banks share, a 32.1%…
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Global Returns Project partners with technology platform GrowthInvest
The Global Returns Project (GRP), a UK registered charity helping investors tackle climate change, announces its new partnership with GrowthInvest, the independent…
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M&G hires thematic equity investment portfolio managers
M&G plc, the international savings and investments business, today announced two appointments to develop the firm’s equity investment and research capabilities and…
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OSB Group bolsters social commitment with new ESG specialists
OSB Group have recruited two new ESG roles to support their social commitment which is to “have a positive human and social…
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