Business and Development
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More than two-thirds of financial planning firms confident about growth over next 12-months
Financial planning firms in the UK have a positive outlook for growth in the coming 12-months, according to the inaugural Financial Planning Growth…
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Unbiased connects UK financial advisers to £37 billion of assets in 2024
Unbiased, the UK’s leading platform for matching people with qualified financial experts, has reported a strong 2024, with financial advice enquiries worth…
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Ten signs it’s time to sell your IFA firm
Is now the right time to sell your IFA business? With the IFA market currently experiencing high valuations and strong demand, deciding…
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Financial Services starts 2025 strong with rising customer satisfaction – Smart Money People’s Trueman tells us why
January brought a surge in financial services satisfaction, with scores climbing across products. But to sustain momentum, providers must tackle lingering pain…
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Are you using online enquiry forms in your IFA business? If so, MoneyPenny’s Hannah Stringer highlights a practical solution
You’ve done your research, filled in an enquiry form on a business website and explained what you need, and then…. well, nothing.…
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RLAM Appoints Lee Hollingworth as DC and Retirement Proposition Director
Royal London Asset Management announces the appointment of Lee Hollingworth as DC and Retirement Proposition Director. In this newly created role, Lee…
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Isio analysis finds thousands of companies yet to report their Gender Pay Gaps as deadline looms
With International Women’s Day taking place this Saturday, ISIO issues a timely reminder about the need for action on Gender Pay Gaps …
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Damian Davies at Timebank shares three AI tools you can start using as a ‘noob’
In the final instalment of this three-part series about AI, Damian Davies, Head of Engagement at The Timebank, takes a look at…
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7IM owned Partners Wealth Management completes acquisition of Aberdeen-based Johnston Carmichael Wealth
Partners Wealth Management LLP (PWM) has today announced it has completed the acquisition of Johnston Carmichael Wealth to further cement its position…
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Origo launches Unipass Transfer Tracking for advisers
Origo is pleased to announce the launch of its new Unipass Transfer Tracking service for advisers. Unipass Transfer Tracking is the only…
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