Business and Development
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Do wealth advisory trades need to restructure if we face a recession?
By Corinne Staves, Partner at CM Murray LLP The UK is facing a period of considerable economic uncertainty. Compared to the past…
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Festival of Financial Planning – Financial planning stars applauded at Personal Finance Awards
Leeds-based The Private Office has been named the Personal Finance Society’s Chartered Financial Planning Firm of the Year. The winners of the…
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How the tech revolution has now caught up with the IFA sector
One of the ongoing bug-bears for advisers is that the different types of technology and software programmes which they use, simply don’t…
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M&G appoints Ross Liston as CEO of Wealth Advice arm
M&G Wealth has appointed Ross Liston (pictured) as CEO of M&G Wealth Advice. Liston joins from Sesame Bankhall Group (SBG) where he…
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Minister merry-go-round positive for pensions if Opperman returns
Written by Jon Greer, head of retirement policy at Quilter The merry go round at the DWP, and for that matter the…
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Phoenix Group launches ‘Let’s Get Ready’ brand campaign to advocate for people as they live longer lives
Phoenix Group, the UK’s largest long-term savings and retirement business, is launching its first brand campaign to build on the new and…
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Tech advertising slump just a temporary blip: T. Rowe Price
The tough economic climate continues to impact digital advertising, with tech giant Alphabet the latest to report a sharp ad slowdown last…
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haysmacintyre: Challenges from the tax man for Limited Liability Partnerships
By Nick Bustin, Director and Dinesh Pancholi, Senior Manager at award winning firm of Chartered Accountants and Tax Advisers, haysmacintyre Earlier this…
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Bespoke client apps now in-reach for more advisers, with new partnership
A partnership announced today allows wealth managers and financial advisers to launch their own-branded, multi-function app for clients – without the need…
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Aegon UK launches new solution allowing advisers to electronically provide clients’ permission to access medical reports
New electronic solution to collect clients’ permission to access medical reports helps streamline Aegon’s protection application journey Removes the barrier of having…
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