Business & Development
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AJ Bell appoints Charlie Musson as Chief Product Officer
AJ Bell has announced the appointment of Charlie Musson to the newly created role of chief product officer, overseeing the development and…
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Rosemount Financial Solutions (IFA) celebrates record-breaking 2025
Rosemount Financial Solutions (IFA), the mortgage, protection, and financial planning network, has revealed it enjoyed a record-breaking year in 2025, with revenues…
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Square 1 Media launches sales team training service
Square 1 Media, has launched a new Sales Team Training service designed for businesses working with, and operating in, the advisory profession.…
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Advisers focus on capital accumulation in Q4 2025
Titan Square Mile’s quarterly Market Intelligence Report published today reveals that capital accumulation as an investment outcome dominated adviser research in the…
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IWP acquisition transforms Titan Wealth’s client and adviser proposition
Titan Wealth is today pleased to confirm the completion of the previously announced acquisition of IWP, adding £6.9bn of client assets and…
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Defaqto launches Defaqto Unity as it sets out its plans for a paradigm shift in adviser technology
Defaqto, the UK’s number one provider of adviser technology, data and insight, has announced the launch of Defaqto Unity designed to replace…
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Royal London announces launch of market-leading Centralised Retirement Proposition framework (CRP)
Royal London, the UK’s largest mutual life, pensions, and investment company, has introduced a Centralised Retirement Proposition (CRP) framework to help advisers…
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Titan Wealth acquires Sound Financial Management Limited
Titan Wealth today announces its intent to acquire Sound Financial Management Limited (Sound Financial), an independent financial planning and advisory firm based…
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Fuel Ventures and Founders Factory back WealthAi, the global wealth management industry’s first AI OS purpose built for wealth managers
WealthAi, a wealthtech company and the first AI-driven operating system (OS) designed specifically for wealth managers, family offices and private banks, has raised…
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What is Financial Planning Week and why is it important to advisers?
CISI’s annual Financial Planning Week, which is running from 26 January to 1st February 2026, is a nationwide public outreach campaign to spread awareness…
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