Business & Development
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Global Returns Project partners with Mindful Wealth
The Global Returns Project (GRP), a UK registered charity connecting investors with the world’s most impactful climate philanthropy, announces its new partnership…
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Business optimism abounds as advisers contemplate challenges in the months ahead
The majority of financial advisers, paraplanners and business owners feel optimistic about business in the coming months, despite concerns about external factors such…
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3/4 NHS staff want to quit
The brutal reality of working in the NHS today is revealed with 78.5% of NHS workers considering leaving the NHS, according to…
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Investec Wealth & Investment appoints Associate Investment Director and Investment Manager in Bournemouth and Cheltenham offices
Investec Wealth & Investment has announced the appointments of Andrew Mays as Associate Investment Director in Bournemouth and Sebastian Culpan Scott as…
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Door joins forces with FE fundinfo to solve the industry’s Consumer Duty reporting challenge
Door, the leading fund research platform, and the data and technology specialist FE fundinfo have created a joint solution to the Financial…
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Wealth Wizards’ new Benefits Calculator identifies over £1million of annual benefits entitlements for employees in just one week
Wealth Wizards newly launched Benefits Calculator has helped users to identify over £1m of annual benefit entitlements within the first week of…
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New Capital Gains Tax technology added to M&G Wealth Platform
M&G Wealth has introduced Capital Gains Tax (CGT) functionality to its Platform enabling advisers to conduct complex calculations and test different planning…
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CFA Institute launches investment industry AI handbook
CFA Institute, the global association of investment professionals, has launched the Handbook of Artificial Intelligence and Big Data Applications in Investments, published by…
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Do you find it hard to ensure wellbeing communication with your team is relevant in these days of hybrid working?
The way in which health and wellbeing support is communicated has undergone a dramatic change recently, as research released by Towergate Health &…
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AIC renames three investment company sectors
The Association of Investment Companies (AIC) has renamed three of its investment company sectors following a sector review. The new sector names…
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