Business and Development
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What do the top wealth management trends of 2025 mean for financial firms? Gareth Wilson, Global Banking Industry Leader at Capgemini tells all…
It’s no secret that the financial services landscape is continuing to evolve quite rapidly. With increased regulation, technological advancements, and shifting client…
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Damian Davies from The Timebank tells us about the five biggest GDPR risks when using AI tools and how to manage them
Artificial intelligence (AI) presents transformative opportunities for businesses, but it also introduces significant risks, particularly concerning GDPR compliance. In this second article…
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7IM expands its platform team to accelerate platform growth – Daniel Willsher and Lloyd Swinton
7IM has appointed Daniel Willsher as Head of Network Relationships and Lloyd Swinton as Senior Platform Relationship Manager as it accelerates its…
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Merge to Survive: IFA Firm Acquisitions and Mergers Show Steady Growth in 2024
New data reveals a notable increase in acquisitions among Independent Financial Adviser (IFA) firms, with 9% of firms having acquired other businesses…
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Transact continues to drive adviser efficiencies as partner CURO connects to its Remuneration API
The CURO connection to Transact’s Remuneration API is a significant step in the development of the CURO offering and for Transact in…
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The lang cat unveils new functionality on its Analyser reg tech – supporting advisers with evidencing platform switching
Financial consultancy the lang cat unveils market leading functionality on its Analyser reg tech software today. This will support advisers with the…
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DeepSeek and Nvidia: what to expect from the new Space Race
By Garry White, Chief Investment Commentator at wealth manager Charles Stanley The artificial intelligence (AI) breakthrough announced by China’s DeepSeek last week…
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FCA sets out further proposals to support growing business and investment opportunities
The Financial Conduct Authority (FCA) has set out proposals to make it easier for listed companies to issue corporate bonds that wealth…
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Brooks Macdonald completes acquisition of LIFT-Financial Group
Following the announcement back in October 2024, Brooks Macdonald Group has today announced that it has completed the acquisition of LIFT-Financial Group…
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Plannr announce new integration with Be-IQ
In a one-of-its-kind release, Plannr are today launching their richest integration yet with next-gen risk profiler Be-IQ. Featuring a fully integrated user…
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