Business & Development
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Dynamic Planner sets out vision to close advice gap by working with firms to unlock their trusted advice at scale
IFA Magazine’s Jenny Hunter and Meg Bratley are at Dynamic Planner’s annual conference today, entitled ‘Unlocking Trusted Advice’. As part of the…
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Hoxton Wealth appoints new CFO and Global Head of Tax
Hoxton Wealth has appointed Michael Kerrison as CFO and Claire Spinks as Global Head of Tax, with both citing the firm’s forward-looking…
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Defaqto reveals the recommended platforms that dominated last year
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has announced the most recommended adviser platforms by…
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LV= appoints Chief Audit Officer
Investment, protection and retirement specialist LV=, has announced the appointment of Nikesh Mistry as its Chief Audit Officer, subject to regulatory approval.…
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National Apprenticeship Week 2026: Entries open for CII & PFS apprenticeship awards
As National Apprenticeship Week 2026 begins, the Chartered Insurance Institute (CII) and Personal Finance Society (PFS) open entries for the 2026 Apprenticeship…
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intelliflo launches intelliflo IQ to transform adviser efficiency and client engagement
intelliflo, the leading cloud-based technology platform for financial advisers, has today launched intelliflo IQ, its first suite of AI and algorithmic tools…
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Software business that works with financial services companies becomes first conversion rate optimisation platform to be B Corp™ certified
A software business that works with financial services companies such as AJ Bell, Aardy, Homeserve, First Rate and Unbiased, has become the…
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Nat West set to acquire Evelyn Partners
Permira, Warburg Pincus and Evelyn Partners have announced this morning that they have successfully reached an agreement with NatWest Group plc for…
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Octopus Money names new CEO
Octopus Money, the money advice brand for everyone, has announced the appointment of Dan Marsh as Chief Executive Officer, subject to regulatory…
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Steven Cohen joins Sparrows Capital as Senior Investment Analyst
Evidence-based investing pioneer Sparrows Capital has hired Steven Cohen as a Senior Investment Analyst. Cohen will work alongside Sparrows’ CIO, Raymond Backreedy. Cohen brings…
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