Business & Development
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Quilter Financial Planning appoints a further five firms to its network
Quilter Financial Planning, the financial advice network of FTSE 250-listed Quilter plc, is pleased to announce that it has welcomed a further…
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FinCalc achieves ISO 27001 accreditation, strengthening data security
FinCalc has announced that it has successfully achieved ISO 27001:2022 accreditation, the globally recognised standard for information security management systems. The company…
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Paraplanners: lang cat’s State of The Advice Nation needs you!
We’re amidst Wave 8 of the State of the Advice Nation (SOTAN) surveying at the lang cat. Every year, we take the…
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Budget 2025: NS&I Net Financing target increased for 2025-26 and provisional Q2 2025-26 results
Today’s Budget has confirmed that NS&I’s Net Financing target for 2025-26 has been increased to £13 billion (+/- £4 billion). NS&I’s original…
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Advisers leverage MPS to move upmarket – Cerulli Associates
Advisors who outsource portfolio construction have more time to focus on services that cater to HNW clients Model portfolios provide significant time…
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Quanta Group expands advice arm with Craven Street Wealth’s acquisition of Pharon
Quanta Group, the next generation financial services group, has expanded its financial advice capability with the acquisition of Pharon Independent Financial Advisers…
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A new generation is redefining wealth in the UK, HSBC finds
HSBC UK’s latest research reveals a major shift in investor behaviour among mass affluent women and younger adults, with significant implications for…
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Five futureproof reasons to invest in sustainability
The Autumn Budget tomorrow has been putting many businesses on edge, with concerns over the changes that could impact their financial resilience.…
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Artemis appointed manager of Murray Income Trust plc
Artemis is delighted to announce that it has been appointed to take over as the investment manager of Murray Income Trust plc.…
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Growth is being left on the table – internal blind spots threaten professional services growth as firms fail to hit revenue targets
Professional services firms are leaving growth on the table. A report ‘Inside the leadership growth agenda’ from Dayshape, including research of 200 senior leaders…
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