Business & Development
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PIMFA WealthTech and Morningstar launch AI tech sprint inviting fintechs to showcase wealth solutions
PIMFA WealthTech, and Morningstar, a leading provider of independent investment insights, have launched a new AI Tech Sprint inviting fintech providers to apply to showcase their AI-driven…
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Transforming your advice business with technology | Rowan Whittington, Dynamic Planner
This is the first article in a brand new mini-series for IFA Magazine by Rowan Whittington, Chief Product Officer at Dynamic Planner.…
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Quilter Foundation pledges £3 million boost to financial education in the UK
The Quilter Foundation, the charitable arm of Quilter plc, has renewed its focus on financial education in the UK with the launch…
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The great wealth transfer, women & wealth and consolidation – key adviser trends that will define 2026
Jenny Davidson, Intermediary Wealth Director at Scottish Widows, identifies the £7 trillion intergenerational wealth transfer, the growing influence of female investors and…
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Record gross sales and outflows for advised platforms in Q4 2025
Advised platform AUA grew by 4.12% to £738.63bn, despite outflows hitting record highs amid pre-Budget rumours in Q4 2025. New business onto platforms once again hit new, all-time highs,…
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St. James’s Place bolsters investment product team with new hire
St. James’s Place today announces the appointment of Rio Stedford as Investment Product Strategy Director. With experience growing and managing wealth management…
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Dynamic Planner sets out vision to close advice gap by working with firms to unlock their trusted advice at scale
IFA Magazine’s Jenny Hunter and Meg Bratley are at Dynamic Planner’s annual conference today, entitled ‘Unlocking Trusted Advice’. As part of the…
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Hoxton Wealth appoints new CFO and Global Head of Tax
Hoxton Wealth has appointed Michael Kerrison as CFO and Claire Spinks as Global Head of Tax, with both citing the firm’s forward-looking…
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Defaqto reveals the recommended platforms that dominated last year
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has announced the most recommended adviser platforms by…
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LV= appoints Chief Audit Officer
Investment, protection and retirement specialist LV=, has announced the appointment of Nikesh Mistry as its Chief Audit Officer, subject to regulatory approval.…
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