Business & Development
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Vanguard appoints Matthew Haigh as Head of Adviser Sales, UK
Vanguard today announced the appointment of Matthew Haigh as Head of Adviser Sales, UK following the retirement of Tania Allerton earlier this…
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How to ensure your digital transformation doesn’t fail
Hannah Buckle, head of UK sales at Dorsum, outlines how digital transformation in wealth management depends on clear goals and the right…
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Chesnara acquires Scottish Widows Europe SA
Chesnara plc is pleased to announce that it has entered into an agreement to acquire 100% of the issued share capital of…
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It’s time for the financial planning profession to step up and engage with the next generation!
Within the financial planning profession, we are aware that we need to engage with the next generation. We have an ageing demographic…
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PIMFA WealthTech and Morningstar launch AI tech sprint inviting fintechs to showcase wealth solutions
PIMFA WealthTech, and Morningstar, a leading provider of independent investment insights, have launched a new AI Tech Sprint inviting fintech providers to apply to showcase their AI-driven…
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Transforming your advice business with technology | Rowan Whittington, Dynamic Planner
This is the first article in a brand new mini-series for IFA Magazine by Rowan Whittington, Chief Product Officer at Dynamic Planner.…
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Quilter Foundation pledges £3 million boost to financial education in the UK
The Quilter Foundation, the charitable arm of Quilter plc, has renewed its focus on financial education in the UK with the launch…
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The great wealth transfer, women & wealth and consolidation – key adviser trends that will define 2026
Jenny Davidson, Intermediary Wealth Director at Scottish Widows, identifies the £7 trillion intergenerational wealth transfer, the growing influence of female investors and…
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Record gross sales and outflows for advised platforms in Q4 2025
Advised platform AUA grew by 4.12% to £738.63bn, despite outflows hitting record highs amid pre-Budget rumours in Q4 2025. New business onto platforms once again hit new, all-time highs,…
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St. James’s Place bolsters investment product team with new hire
St. James’s Place today announces the appointment of Rio Stedford as Investment Product Strategy Director. With experience growing and managing wealth management…
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