Business & Development
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The advice gap: why being “broadly stable” isn’t enough
Katie Brinsden, managing director of Truly Independent and a regular contributor to IFA Magazine, examines the latest FCA adviser data and asks…
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Building societies play a vital role in tackling record levels of scams
Building society branches are playing a vital role in protecting customers from scams. 26% of customers report that branch staff have helped them…
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Businesses sign up to Govt’s Cyber Resilience Pledge
More than 60 businesses from every corner of the British economy, and strategic suppliers to government, have committed to strengthen their cyber defences as…
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STEP celebrates top trust and estate qualification achievers
The global professional membership body STEP is delighted to announce the winners of this year’s worldwide Excellence Awards. STEP’s Excellence Awards celebrate…
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Small businesses need stability, not more sweeping change under Burnham
In the following article, Sabby Gill, CEO of Dext, examines Andy Burnham’s initial plans for economic growth and argues that small businesses…
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Copia Capital names Gary Stirrup as Director of Sales
Gary Stirrup has joined Copia Capital Management [Copia] as Director of Sales. He will lead the sales team in growing the discretionary…
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Iress and PlannerPal simplify access to AI-powered advice workflows from Xplan
PlannerPal, an AI-powered workflow for financial advisers and wealth managers, and Iress, a financial technology company, have enhanced their existing partnership through…
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The merits of a deeper dive into platform functionality
In a world where investment platforms are packed with ever-expanding features, are advisers and clients making the most of the tools at…
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Wesleyan launches two new With Profits funds for advisers
Financial services mutual Wesleyan has launched two new With Profits Funds to increase access to the benefits of smoothed investments for advisers…
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Hargreaves Lansdown strengthens Executive Leadership Team to drive technology and transformation agenda
Hargreaves Lansdown, the UK’s largest D2C investment and savings platform, is pleased to announce two new appointments – Charles Thompson as Chief…

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