Business & Development
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Rosemount Financial Solutions (IFA) adds 16 new advisers in growth drive
Rosemount Financial Solutions (IFA), the mortgage, protection, and financial planning network, added 16 new advisers to its ranks in Q3, representing another…
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Fidelity research shows advisers only spend one-third of their day with clients, and AI could unlock the ideal workday
Administrative and compliance responsibilities continue to dominate advisers’ workloads, according to the latest IFA DNA study from Fidelity Adviser Solutions. The annual research highlights how advisers…
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Bridging the AI trust gap: EV’s Chet Velani on why human insight remains the beating heart of financial advice
By Chet Velani, Managing Director at EV As artificial intelligence reshapes financial advice, the real differentiator won’t be speed or scale, it’ll…
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Dynamic Planner achieves industry-first AI certification and adds new strategic hires to accelerate AI and data growth
Dynamic Planner, the UK’s leading digital advice platform, has further cemented its commitment to trusted AI, setting the industry standard and becoming…
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How AI can help IFAs meet Consumer Duty without losing the human touch
As the Financial Conduct Authority’s Consumer Duty raises expectations for fairness, consistency and documentation, advisers face growing pressure to balance compliance with…
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Evelyn Partners recruits ex-pro rugby player to Edinburgh financial planning team
Evelyn Partners has appointed ex-professional rugby player Chris Dean to its Edinburgh financial planning team. Chris spent over a decade with Edinburgh…
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LV= marks 20 years of smoothed investment innovation
Investment, protection and retirement specialist LV= is proud to celebrate two decades since the launch of its first smoothed investment product, the…
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ComplyAdvantage unveils new platform to fight surging financial crime
ComplyAdvantage, today announces the launch of Mesh, an AI-native platform that unifies customer and company screening, customer risk scoring, transaction monitoring, and…
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Bottomline announces embedded AI agent to transform treasury and cash management
Bottomline, a global leader in business payments and cash management, has announced the forthcoming launch of an advanced AI agent integrated into…
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Hoxton Wealth acquires Manchester-based FA to expand its North of England presence
Financial advisory and wealth management firm Hoxton Wealth hasexpanded its presence in the North West of England with the acquisition of Haven IFA, a…
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