Business and Development
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EQ Investors appoints Head of Investment Operations
EQ Investors (EQ), the B Corp wealth manager, has appointed Louise McLean as its new Head of Investment Operations. With more than…
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Key demonstrates good vulnerability assessments with MorganAsh to lead later life sector on vulnerability
Key Later Life Finance, the UK’s largest equity release advice firm, has seen positive results from its vulnerability assessments, with the help…
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Gender-specific support in the workplace is set to be a major area for growth in 2023, and employers need to be prepared, says Peppy
Gender-specific support in the workplace is set to be a major area for growth in 2023 and employers need to be prepared,…
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Titan Wealth acquires Midlands-based IFA firm Telford Mann Group Limited
Titan Wealth Holdings have announced the acquisition of Telford Mann Group Limited. With AUA of £750m and AUM totaling more than £700m,…
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Snowball effect: Origo’s Rafferty explains why the Unipass Letter of Authority is such a game changer for advisers
Adoption of industry changing technology takes time – it starts by setting the snowball in motion, writes Anthony Rafferty, CEO, Origo Having…
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Four Wealth Management Trends Taking over in 2023
By Mario Cohn, Managing Director at ZEDRA in Switzerland The wealth management industry has weathered tough economic and geopolitical headwinds with no…
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Top 5 considerations for IFAs in 2023
By Andrew Aldridge, Partner at Deepbridge As we approach the new year, many will be starting to think about the coming year…
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Advisers ask providers to go back to basics on service as they remain generally upbeat about 2023
Almost one third of advisers are upbeat about the outlook for 2023, with 28.6% expecting tradition conditions to improve and just a…
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Give a gift to the planet this Christmas and reduce the carbon footprint of your business
This Christmas, the cost-of-living crisis has become an overriding concern for many. With more than a quarter of households (26%) planning to…
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Standard Life set to benefit from Phoenix Group’s £15 million strategic investment in Moneyhub
Investment signals strengthening of strategic relationship between Standard Life’s Workplace business and Moneyhub Commenting on the £15 million strategic investment, Gail Izat,…
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