Business and Development
-
Verso Wealth Management buys Heritage, expanding its presence in the Midlands
Verso Wealth Management has announced its acquisition of Heritage Independent Financial Advisers Limited (Heritage). This acquisition extends Verso’s presence across the Midlands…
-
BRI Wealth Mgmt’s office Secret Santa takes a charitable turn in 2022
It’s Christmas hats off to the team at BRI Wealth Management with its 2022 ‘Mission Christmas’ initiative. This year, instead of the…
-
CISI & Fitch Learning launch schools and colleges programme to improve student socio-economic diversity in financial services
Today, CISI has, in conjunction with Fitch Learning, announced their inaugural Financial Services Career Accelerator education programme. According to CISI, the programme…
-
Later life lending flexibility demonstrates the value of advice
By Will Hale, CEO at Key Later Life Finance It’s a £55 billion annual market helping thousands of customers to improve their…
-
Advisers who embrace change will thrive in 2023: Dynamic Planner CEO Ben Goss dusts down his crystal ball
Regulatory and technological change are opportunities to be seized, according to Dynamic Planner’s CEO Ben Goss who believes advice firms are positioned…
-
Thrive Money launches 30-day financial wellbeing
programmeThrive Money, an online financial education platform founded by B Corp certified financial planning company First Wealth and lifestyle and content creator…
-
How Open Banking can change the wealth management industry
By James Hickman, CCO of Ecospend With the average age of a financial adviser sitting at around 55 and over 90 percent…
-
David Ostojitsch joins PIMFA as Director of Government Relations and Policy
PIMFA, the trade association for wealth management, investment services and the personal investment and financial advice industry, has announced the appointment of…
-
Thoughts from Sustainability Group at abrdn – three things COP15 needs to achieve
As the UN Biodiversity Conference (COP15) kicks off in Canada, Ann Meoni, Senior Sustainability Analyst, abrdn shares her thoughts on the three things she…
-
Nucleus launches charitable foundation
Nucleus Financial Platforms Group has announced the launch of the Nucleus Foundation – its new dedicated philanthropic arm. The Nucleus Foundation will…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.