Business & Development
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The Openwork Partnership announces changes to its senior management team
The Openwork Partnership, one of the largest and longest-established financial advice networks in the UK announces changes to its senior management team.…
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Sales enablement vs. revenue enablement
By Jess Sargent Sales Enablement is undergoing a transformation in the Sales world. Its future is being debated. Its foundations are being…
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Kingswood announces two acquisitions
Kingswood Holdings Limited, the international, fully integrated wealth and investment management group, has announced the conditional acquisition of JCH Investment Management Limited a leading…
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Do wealth advisory trades need to restructure if we face a recession?
By Corinne Staves, Partner at CM Murray LLP The UK is facing a period of considerable economic uncertainty. Compared to the past…
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Festival of Financial Planning – Financial planning stars applauded at Personal Finance Awards
Leeds-based The Private Office has been named the Personal Finance Society’s Chartered Financial Planning Firm of the Year. The winners of the…
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How the tech revolution has now caught up with the IFA sector
One of the ongoing bug-bears for advisers is that the different types of technology and software programmes which they use, simply don’t…
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M&G appoints Ross Liston as CEO of Wealth Advice arm
M&G Wealth has appointed Ross Liston (pictured) as CEO of M&G Wealth Advice. Liston joins from Sesame Bankhall Group (SBG) where he…
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Minister merry-go-round positive for pensions if Opperman returns
Written by Jon Greer, head of retirement policy at Quilter The merry go round at the DWP, and for that matter the…
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Phoenix Group launches ‘Let’s Get Ready’ brand campaign to advocate for people as they live longer lives
Phoenix Group, the UK’s largest long-term savings and retirement business, is launching its first brand campaign to build on the new and…
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Tech advertising slump just a temporary blip: T. Rowe Price
The tough economic climate continues to impact digital advertising, with tech giant Alphabet the latest to report a sharp ad slowdown last…
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