Business and Development
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Air Academy launches pioneering later life lending factfind training programme
Air Academy has launched the FactFind Learning Programme, in partnership with The Equity Release Council (The Council) and accredited by the London…
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CISI CPD content provides endorsement for pioneering Lifestyle Financial Planning Programme
With growing demand amongst advisers for more meaningful client engagement, the newly CISI CPD-endorsed Lifestyle Financial Planning Programme from Inspiring Advisers offers…
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Quilter Cheviot hires Peter Gorogh as head of proposition
Quilter Cheviot, the discretionary wealth manager, has appointed Peter Gorogh as its new head of proposition. Gorogh will lead Quilter Cheviot’s proposition…
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Rosemount Financial Solutions (IFA) launches new website to support adviser transformation
Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has launched a new website designed to enhance adviser support. The…
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Foster Denovo expands State Street’s mandate, doubling the number of Sequel funds it manages
Foster Denovo today announced the appointment of State Street Global Advisors, the asset management business of State Street Corporation, to manage two…
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94% of advisers involve clients’ family members in financial plans
New research from investment manager, Quilter Cheviot, with the lang cat reveals that financial planners are increasingly emphasising the importance of involving…
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Janus Henderson to manage insurer Guardian’s $45bn investment grade, public fixed income assets in new strategic partnership
The Guardian Life Insurance Company of America® one of America’s largest life insurers and a leading provider of employee benefits, and Janus…
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Birmingham office launched by Hoxton Wealth, company set to undergo recruitment push in region
Wealth managers Hoxton Wealth, has opened its first office in Birmingham. The city’s team will be led by Bobby Sahota, who brings…
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Oxford Risk launches investor personas to enhance personal financial engagement
Oxford Risk, a leader in behavioural finance solutions, has unveiled its pioneering Investor Personas product, powered by its proprietary Behavioural Engagement Technology…
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FOS sets ambitious targets for case resolution in 2025/26
The Financial Ombudsman Service will address significant demand and improve the efficiency of its case resolution processes, according to plans for the year…
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