Business & Development
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Commercial brokers optimistic about business prospects in the next 12 months, new survey reveals
Commercial finance brokers are broadly positive about their business prospects for the coming 12 months, with the majority expressing an optimistic or…
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Perspective Financial Group Limited has completed a further three acquisitions
Perspective Financial Group Limited (Perspective) is pleased to announce that it has completed a further three acquisitions at the end of this…
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Westcotts announces sale of financial planning division to Advanta Solutions Ltd
Westcotts, a leading South West firm of Chartered Accountants and Business Advisers, has announced the sale of its financial planning business, Westcotts…
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Over 400 expressions of interest in PFS talent initiative
The Personal Finance Society (PFS) has announced that over 400 individuals have so far expressed interest in the PFS Pathway to the…
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Reflecting on 2025: what a year of pressure, progress and change means for advisers heading into 2026
If the past 12 months have felt relentless, you are not alone. For financial advisers, 2025 has been a year of intense…
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Royal London Asset Management partners with Seismic to transform how client relationships deepen, grow and scale
Royal London Asset Management has selected Seismic, the global leader in AI-powered enablement, to accelerate its digital transformation journey and redefine how…
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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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