Business & Development
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Could you be STEP’s Financial Advisor Team of the Year for 2023/24?
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If your team or firm…
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Managing the performance of employees working flexibly – legal expert comments on problems at HMRC and broader impacts
If you or members of your team are working remotely for some or all of the time, you may already have encountered…
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New research reveals just 7% of advisers plan to offer simplified ‘core advice’
Just 7% of advisers currently have plans to offer Core Advice, new research from AJ Bell shows. Conducted as part of the…
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Embark reaffirms commitment to diversity, renewing its partnership with WiAS
Embark Group announced today that it is renewing its partnership with Women in Asset Servicing for a further two years, reaffirming Embark’s…
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Business valuation multiples shoot up in spite of interest rate hikes
Business valuations for IFA and financial planning firms grew by more than 20% in 2022, despite interest rates increasing on nine occasions…
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Standard Life and Fairstone take Origo Integration Hub to 50 users
Standard Life and Fairstone are now Origo Integration Hub customers, bringing the number of users up to 50, with integration momentum growing…
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LGBTQ+ employees are best supported when benefits are fully inclusive, says Peppy
Employers should demonstrate their commitment to cultivating a diverse workforce by offering inclusive employee benefits, according to digital health app, Peppy. As we’re…
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APSCo: Financial services sector talent woes continue
The number of professionals applying for jobs in the financial services sector is down by a third year-on-year, with the gap between…
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Embark announces significant enhancements to Embark Platform
Embark Group (Embark) has announced a suite of significant enhancements to Embark Platform as part of its drive to improve service for…
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intelliflo supports Brooks Macdonald’s growth plans as their new advice technology partner
intelliflo will provide Brooks Macdonald with an innovative, integrated, and intuitive technology solution that will help them scale and grow their private…
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