Business & Development
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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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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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