Business and Development
-
Oxford Risk launches retirement income suitability solution for financial advisers and wealth managers – data provided by Just Group
Increasing regulatory scrutiny of retirement advice in the wake of last year’s thematic review (TR 24/1) has thrown down a challenge to…
-
Isio announces senior promotion in Risk Settlement team and new Head of Growth Projects
Isio, one of the fastest growing pensions, investment, reward & benefit and wealth advisory businesses in the UK, has appointed Karen Gainsford…
-
How new financial planners can future proof their roles
By James Woodfall and Cliff Lansley The world is rapidly changing as AI technologies advance. Financial planning will change too as clients’…
-
The UK’s gender pay gap grows wider for first time since 2021
The latest research from The Global Payroll Association (GPA) reveals that after two consecutive years in which the UK’s gender pay gap narrowed, 2024…
-
Scottish Widows Platform maintains highest AKG financial strength ranking
Scottish Widows Platform has maintained its ‘A’ rating, the highest awarded for financial strength, from financial analytics firm AKG. Scottish Widows has…
-
Avenir and the lang cat forge industry-first partnership for smarter financial reporting and compliance
Avenir, a leader in AI-driven financial reporting in the UK, and the lang cat through its reg-tech Analyser software, today announce a strategic partnership…
-
Transforming the advice and wealth management profession: Davies’ Matt Lonsdale highlights why – and how – advisers must embrace change to thrive
What does the political, economic and regulatory outlook for the next few months mean for wealth managers and financial advisers? Amid so much economic, political, and regulatory upheaval, the wealth management…
-
Thistle launches asset migration tool with in-built compliance for UK financial advisers
With over a third of financial advisers in the United Kingdom having changed one or more of their preferred platforms in 2023,…
-
abrdn to cut fees on MyFolio Managed range, adopting a more flexible ‘go anywhere’ approach and rebranding to ‘MyFolio Core’
abrdn, the global investment company, is to cut the fee on its abrdn MyFolio Managed range ahead of a suite of changes, all designed…
-
Nearly one in four IFAs plan to implement AI into client services in next 12 months
The Prime Minister has just announced Government plans to expand the uses of AI in order to boost growth and efficiency; something…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.