Business and Development
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Schroders UK Financial Adviser Survey 2022: More than half of advisers have seen clients change investment plans as capital losses top concerns
The 2022 Schroders UK Financial Adviser Survey published today has revealed that more than half (53%) of advisers have seen their clients…
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AJ Bell reports revenue up 12% in 2022 year-end final results
AJ Bell has revealed its final results for the year ended 30 September 2022. The results show profits at the platform provider…
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abrdn has adopted Unipass Mailock encrypted email for adviser communications
Origo’s Unipass Mailock service has already protected over 2.5 million email communications for providers, advisers and their clients. With thousands of industry…
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Wealth Wizards announces new Chief Executive
Wealth Wizards has today announced the appointment of Ben Hampton (pictured) as Chief Executive. He will take up the role from 1…
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Buy-side want better access to varied ESG data, SIX Group research finds
Global asset and wealth managers cite insufficient data and technology as undermining their goal to implement ESG into their investment processes, according…
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PIMFA continues to maintain concerns about British Steel Consumer Redress Scheme
PIMFA, the trade association for wealth management, investment services and the personal investment and financial advice industry, has welcomed the publication of…
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Reboot Race to Equality Index: UK financial services sector shows small signs of improvements for ethnic minority employees year-on-year, but still a long way to go
The latest Race to Equality Index1 from Reboot – a campaign group of senior financial services professionals working to maintain the dialogue on race…
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Standing out as an employer of choice – Michelle Hoskin
Standing out as an employer of choice If you’re working on your advice business’s strategic business plans for 2023, supporting the health…
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Seccl hires Chief Risk Officer as it continues to bolster its executive team
Seccl has further strengthened its leadership team, with the appointment of Alex Henderson as chief risk officer (CRO). Joining in January 2023,…
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AdviserSoftware.com publishes detailed analysis of ground-breaking artificial intelligence based financial planning software
AdviserSoftware.com the adviser technology arm of Financial Technology Research Centre (FTRC) has published a detailed analysis of the Conquest Financial Planning system, the…
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