Business and Development
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Electronic verification saves regulated firms money
Regulated firms who use manual verification methods to verify, and sanctions-check customers are burdening their businesses with unnecessary extra cost, an anti-money…
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Quilter Autumn Statement predictions and commentary
Written by Shaun Moore, chartered financial planner at Quilter Changes to capital gains tax “Tinkering with CGT might be an option for…
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Colmore Partners completes deal for financial planners
Independent financial planning firm, Colmore Partners, has continued its expansion with the acquisition of a well regarded firm’s clients. Colmore Partners has…
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Standard Life Home Finance Partnership with St. James’s Place
Standard Life Home Finance has announced a strategic partnership with St. James’s Place, increasing nationwide adviser access to its later life lending products.…
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Evelyn Partners and Anthony Joshua’s 258 MGT launch new financial advice programme for boxing professionals
Leading UK wealth manager Evelyn Partners has revealed a new financial education programme for boxing professionals in partnership with 258 MGT –…
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Evelyn Partners announces continued positive new business inflows and growth in operating income
Evelyn Partners have announced a trading update for the three months ended 30 September 2022. The business has delivered an uplift in…
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Aviva Investors announces winners of its Sustainability Media Awards
Aviva investors, the global asset management business of Aviva plc, has announced the winners of its second annual Sustainability Media Awards, which…
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The Openwork Partnership announces changes to its senior management team
The Openwork Partnership, one of the largest and longest-established financial advice networks in the UK announces changes to its senior management team.…
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Sales enablement vs. revenue enablement
By Jess Sargent Sales Enablement is undergoing a transformation in the Sales world. Its future is being debated. Its foundations are being…
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Kingswood announces two acquisitions
Kingswood Holdings Limited, the international, fully integrated wealth and investment management group, has announced the conditional acquisition of JCH Investment Management Limited a leading…
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