Business & Development
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National Apprenticeship Week 2026: Entries open for CII & PFS apprenticeship awards
As National Apprenticeship Week 2026 begins, the Chartered Insurance Institute (CII) and Personal Finance Society (PFS) open entries for the 2026 Apprenticeship…
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intelliflo launches intelliflo IQ to transform adviser efficiency and client engagement
intelliflo, the leading cloud-based technology platform for financial advisers, has today launched intelliflo IQ, its first suite of AI and algorithmic tools…
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Software business that works with financial services companies becomes first conversion rate optimisation platform to be B Corp™ certified
A software business that works with financial services companies such as AJ Bell, Aardy, Homeserve, First Rate and Unbiased, has become the…
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Nat West set to acquire Evelyn Partners
Permira, Warburg Pincus and Evelyn Partners have announced this morning that they have successfully reached an agreement with NatWest Group plc for…
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Octopus Money names new CEO
Octopus Money, the money advice brand for everyone, has announced the appointment of Dan Marsh as Chief Executive Officer, subject to regulatory…
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Steven Cohen joins Sparrows Capital as Senior Investment Analyst
Evidence-based investing pioneer Sparrows Capital has hired Steven Cohen as a Senior Investment Analyst. Cohen will work alongside Sparrows’ CIO, Raymond Backreedy. Cohen brings…
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Rathbones builds Corporate Communications and Affairs Team to support growth
Rathbones, has further strengthened its Corporate Communications and Affairs Team with the appointment of Victoria Bartlett in a new role as investment…
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Scottish Widows appoints Dena Brumpton as non-executive director
Scottish Widows today announced the appointment of Dena Brumpton to the company’s Board as a non‑executive director. Dena is an independent, strategic and…
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An exclusive early access look at The Lang Cat’s State of the Advice Nation paraplanner results
New data from The Lang Cat’s State of the Advice Nation report suggests paraplanners are increasingly viewing the role as a career…
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OneFamily and Scottish Friendly announce proposal to merge
The Boards of OneFamily and Scottish Friendly today announce proposals to merge, bringing together the two mutual life assurance providers to create…
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