Business & Development
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4admin is reshaping data gathering and the future of admin for advice firms
When we last caught up with 4admin back in August 2024, founder Arran Kingston was a one-man powerhouse building tools to simplify…
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UK finance leaders feel AI could be a threat to senior roles – but CFOs are less concerned
The majority of finance leaders feel AI could eventually be a threat to senior finance roles, including their own. This is according…
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£7 trillion at stake: How 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 Great Wealth Transfer, the largest…
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Virgin Money investment business rebranded as Octopus Money Direct
Octopus Money has now completed its acquisition of Virgin Money’s investment business, following FCA approval. As of today, the business is rebranded…
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Broadstone launches second UK Employee Benefits landscape report
Broadstone, leading, independent UK consultancy delivering expert advice to employers, insurers, pension scheme trustees and lenders, has published its second UK Employee…
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Brooks Macdonald announces new partnership with BAFTA
Brooks Macdonald is pleased to announce it has become the Official Wealth Management Partner to BAFTA. A globally renowned charity, BAFTA champions…
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True Potential launches Indigo Smart Assistant® – its AI tool, empowering advisers to work swifter, sharper and smarter
True Potential has today unveiled Indigo Smart Assistant® – its new, proprietary AI tool which looks to revolutionise how advisers and clients…
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Unbiased launches new series on AI implementation in UK financial advice
Unbiased, the UK’s leading financial advice platform, has launched AI in Advice, a new regular interview series bringing together the innovators using artificial…
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Brooks Macdonald announces the appointment of Euan Munro as a Non-Executive Director of the Board
Brooks Macdonald Group plc (“Brooks Macdonald“) announces the appointment of Euan Munro as a Non-Executive Director of the Board, effective as of…
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Financial stability and mental health: the toll on women at work
Financial stress is now the leading strain on employees’ wellbeing, with women disproportionately affected, the TELUS Mental Health Index shows. Paula Allen,…
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