Business and Development
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Keychain rolls out AI-Powered one-click document checks for advisers
Keychain, a digital platform that helps mortgage and protection brokers streamline client onboarding, has launched its AI-powered document analysis tool after a…
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TrinityBridge – the renamed Close Brothers AM business- begins new chapter as an independent wealth manager with £35m investment
Following the recent sale, Close Brothers Asset Management has changed its name to TrinityBridge. The new wealth management business has today announced…
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Aberdeen Adviser appoints Chief Marketing Officer
Aberdeen Adviser, provider of the UK’s second largest adviser platform by assets, announces Max Rothery has joined as Chief Marketing Officer, reporting…
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Moneyfarm completes acquisition of Willis Owen and sees assets exceed £5.5bn
Moneyfarm, the award-winning pan-European digital wealth manager, is pleased to announce that it has received all necessary regulatory approvals for its acquisition of…
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Guest insight | How AI is helping IFAs to create meaningful client relationships and boost compliance
AI tools can be a game-changer for IFAs and their teams, helping them streamline data handling, enhance client relationships and safeguard compliance…
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The strategic impact of paraplanners – moving beyond support roles
Paraplanners are now often seen as the backbone of financial advice firms, providing essential research, technical analysis, and report writing. But their…
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Clear communication for better outcomes: why IFAs must cut through financial jargon to support vulnerable customers
Millions of people in the UK struggle with complex financial language, leaving them at risk of costly mistakes and financial harm —…
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Nationwide pays over £600m to members as a ‘big thank you’ following virgin money deal
Nationwide is giving over 12 million members a share of over £600 million to thank them for enabling the successful purchase of…
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Close Brothers Asset Management changes name to TrinityBridge
Close Brothers Asset Management has announced its new name: TrinityBridge, following completion of the sale by Close Brothers Group. As TrinityBridge, the…
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Royal London reveals 2.3m customers to share in £181 million ProfitShare payout as part of FY24 results announcement
Royal London has this morning announced its FY24 results. Royal London is the UK’s largest mutual life, pensions and investment company, popular…
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