Business and Development
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The AI paradigm shift: How AI is fundamentally redefining business operations, competition, and growth
As AI accelerates from niche innovation to foundational infrastructure, financial advisers must understand the transformative impact this technology is having across industries…
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Study reveals accountants and financial advisers lose out as clients struggle to pay fees
Accountants and financial advisers increasingly are seeing clients struggle to pay their fees with a knock on effect on their cashflow, new…
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Leicester financial services firm secures significant private equity backing
August Equity has added a fast-growing financial services firm to its portfolio, in a deal supported by FRP Corporate Finance. Headquartered in…
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First Wealth appoints Jess Biggs to launch Sports and Entertainment division
First Wealth has appointed Jess Biggs to lead its new Sports and Entertainment division. Biggs joins from Evelyn Partners, bringing specialist experience…
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Women are 45% more likely to have inherited assets as the Great Wealth Transfer accelerates
LONDON, 10 June 2025 New research from Unbiased shows that female financial advice seekers are 45% more likely than men to have…
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Oakglen Wealth acquires Homebuyer Financial Services Limited
Jersey, 10th June 2025 — Oakglen Wealth Holding (Jersey) Limited (“Oakglen Wealth”), part of Oakglen Group, has acquired Homebuyer Financial Services Limited (“HBFS”),…
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How platforms can help soothe the nerves of advisers and their clients | Guest insight from Novia Global’s Linda Johnstone
In a climate of persistent market uncertainty and negative headlines, Linda Johnstone, Head of Investment Proposition at Novia Global, explores how platforms…
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Quilter Cheviot CEO to step down later this year
Quilter plc announces that, after 31 years with the business, Andrew McGlone will step down from his role as Chief Executive of…
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Entries open for 2025 CII New Generation Programme
The Chartered Insurance Institute (CII) 2025 New Generation Programme is now open for entries, offering 50 up and coming professionals from across…
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intelliflo announces the launch of new advice solutions: intelliflo IQ and intelliflo video
intelliflo has announced today, in Nick Eatock’s plenary session at its annual customer conference, that ‘intelliflo innovate’, has launched of two powerful…
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