Business & Development
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Quilter appoints Warren Vickers as managing director of Quilter Financial Planning
Quilter today announces a series of planned changes to senior roles within its distribution team, supporting the continued growth of its adviser…
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‘Educate, Qualify, Unify, Investigate, Participate’: CII president sets vision for year ahead
Chartered Insurance Institute (CII) Group President, Callum Beaton FCII unveiled his presidential theme for 2026 in the latest episode of The Journal podcast. ‘EQUIP:…
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Patrick Murphy on why the future of advice must be hybrid — reflections from 50 years in the profession
After more than fifty years in financial planning — working with families, business owners, retirees and people simply trying to make sense…
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Fidelity research highlights growing adviser focus on intergenerational wealth as client demand accelerates
Advisers are increasingly focused on supporting clients with intergenerational wealth planning as client demand rises, according to the latest IFA DNA study from Fidelity…
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Quilter Investors bolsters manager research team with double hire
Quilter Investors, the multi-asset investment arm of Quilter, has today announced it has expanded its manager research team with two new hires.…
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New senior hire signals next phase of UK growth for Nedgroup Investments
Nedgroup Investments continues to strengthen its UK operation with the hiring of Alan Wateridge to its Client Team. Wateridge joins as a…
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Isio Investment Management appoints Regional Head of Business Development
Isio has appointed Nick Elliott as Regional Head of Business Development in its Investment Management business, strengthening the firm’s presence in the…
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Quilter Cheviot Europe completes deal to acquire GillenMarkets
Quilter Cheviot Europe (QCE), the Irish subsidiary of wealth manager Quilter Cheviot, is pleased to announce the completion of its acquisition of…
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PIMFA appoints Morningstar as new Sole Index Series’ Provider
The Personal Investment Management and Financial Advice Association (PIMFA) today announced an agreement with Morningstar, Inc (Nasdaq: MORN). Starting from 2nd March 2026,…
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MainStreet Partners announces 2026 ESG & sustainability champions
MainStreet Partners, a leading ESG and Sustainability data provider for top-tier investors and distributors, today announces the winners of its 2026 ESG and…
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