Business & Development
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Dynamic Planner becomes first integration partner to go live with Standard Life bulk valuation service
Dynamic Planner, the UK’s leading digital advice platform, is the inaugural integration partner for Standard Life’s bulk valuation service. The integration with…
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How businesses will actually use AI in 2026
After two years of experimentation, pilots and hype, businesses are entering 2026 with a more sober view of AI. The technology itself…
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St. James’s Place: 2026 Market outlook – themes, opportunities and concerns
Artificial intelligence will continue to shape markets in 2026, but high valuations and macro risks are set to test investors. St. James’s…
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Westminster Wealth Management celebrates 25 years of independent advice
Westminster Wealth Management, one of the UK’s largest independently owned financial advice firms, is celebrating its 25th anniversary this month, marking a…
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Commercial brokers optimistic about business prospects in the next 12 months, new survey reveals
Commercial finance brokers are broadly positive about their business prospects for the coming 12 months, with the majority expressing an optimistic or…
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Perspective Financial Group Limited has completed a further three acquisitions
Perspective Financial Group Limited (Perspective) is pleased to announce that it has completed a further three acquisitions at the end of this…
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Westcotts announces sale of financial planning division to Advanta Solutions Ltd
Westcotts, a leading South West firm of Chartered Accountants and Business Advisers, has announced the sale of its financial planning business, Westcotts…
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Over 400 expressions of interest in PFS talent initiative
The Personal Finance Society (PFS) has announced that over 400 individuals have so far expressed interest in the PFS Pathway to the…
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Reflecting on 2025: what a year of pressure, progress and change means for advisers heading into 2026
If the past 12 months have felt relentless, you are not alone. For financial advisers, 2025 has been a year of intense…
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Royal London Asset Management partners with Seismic to transform how client relationships deepen, grow and scale
Royal London Asset Management has selected Seismic, the global leader in AI-powered enablement, to accelerate its digital transformation journey and redefine how…
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