Business & Development
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Accelerate Adviser Solutions on growth, outsourcing and getting paraplanning right
When advice firms face restructuring, acquisitions or sudden operational changes, it can be easy for talented teams to drift apart. But for…
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Adviser viewpoint | Truly Independent’s Katie Brinsden on rising to the continued challenge of Consumer Duty
As Consumer Duty becomes embedded into advice businesses and its real-world consequences become clearer, advisers are entering a decisive phase. Looking ahead…
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Lloyds Banking Group appoints Peter Fitzgerald as Chief Investment Officer
Lloyds Banking Group has announced the appointment of Peter Fitzgerald as Chief Investment Officer, succeeding Kevin Doran, who will leave the Group…
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Fidelity International appoints Graham Folley as Head of Model Portfolio Service and Intermediary Solutions
Fidelity International (“Fidelity”), a global asset manager and retirement savings business, announces the appointment of Graham Folley in the role of Head…
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Making the most of what 2026 has to offer | intelliflo’s Nick Eatock is in festive mood
Taking a practical look at the prospects for the advice profession in 2026 whilst also reflecting on 2025, Nick Eatock, CEO, intelliflo,…
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Transact and Moneyinfo deliver straight-through account opening to reduce manual data entry and accelerate onboarding
Transact and Moneyinfo announce a major upgrade to their integration, introducing straight through account opening that brings the entire journey into one…
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£7 trillion at stake: Unbiased Pro warns most advisers are failing to engage with the Great Wealth Transfer
New research by Unbiased Pro, the UK’s leading AUM growth platform for financial advisers, reveals a gap in advisory preparedness for the…
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Emotional Intelligence: The non-negotiable advantage in financial advice
James Woodfall, founder of Raise Your EI, and Cliff Lansley of the Emotional Intelligence Academy underline why emotional intelligence is becoming a…
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Titan Wealth acquires Morgans Ltd
Titan Wealth today announces its acquisition of Morgans Limited (Morgans), an independent financial advisory firm in Bath, UK. The acquisition brings around…
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Brooks Macdonald enhances client proposition through new Lombard lending partnership with Firenze
Brooks Macdonald, the UK focused investment manager with £19.7 billion in assets under management, has announced a new partnership with specialist lender…
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