Business & Development
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Alveo enhances SFDR & data integration offerings with the addition of Morningstar Sustainalytics ESG solution
Alveo announces the integration of Morningstar Sustainalytics’ ESG content into Alveo’s data management solution. The collaboration combines the two firms’ respective data…
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MorganAsh: Consumers open to revealing health and lifestyle issues
Consumers are more open to answering personal questions about their health and lifestyle than is generally believed, new data from the MorganAsh…
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90% of financial advisers believe integrations between software providers are important to their financial planning process
A survey by FE fundinfo has found that 90% of financial advisers believe integrations between software providers are important to their financial…
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Ascot Lloyd launches adviser academy
The Adviser Academy recruits individuals who are looking to start a career in financial planning and advice. Duncan Gregory, Head of Adviser…
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Danny Szabo joins JM Finn as an investment manager
Danny Szabo has joined JM Finn as an investment manager. Danny has worked in Investment Management for more than a decade. He…
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90% of investment firms still rely on manual processes and spreadsheets
According to new research released today by AutoRek, a reconciliation and finance automation fintech, the overwhelming majority (98%) of investment businesses state…
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Advisers reveal how they expect Consumer Duty to impact retirement advice
The FCA’s Consumer Duty comes into effect at the end of July, and advisers will be considering what adjustments they need to…
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Nearly two thirds concerned high inflation will erode £192,000 wealth transfer – comment from SJP’s Claire Trott
Two in five (41%) UK adults aged 55 to 85 who have £50,000 or more in investable assets intend to pass on wealth…
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Are NFTs a thing of the past or still a viable use case for cryptoassets?
Written by Dion Seymour, Crypto & Digital Assets Technical Director at Andersen LLP Early in 2022, following the boom year of 2021 for…
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Quilter Cheviot Europe appoints Andrew Fahy as Chief Executive Officer
Quilter Cheviot Europe (QCE) has today announced it has made Andrew Fahy Chief Executive Officer of the business. Fahy joined the business…
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