Business and Development
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Positivity on personal finances ‘jumps’ from same time last year
Aegon’s latest Financial Priorities research findings reveal that three-fifths of people in the UK are positive about their finances for 2025, which…
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Adviser insight: Truly Independent’s Katie Brinsden tells us why uncertainty demands realistic expectation management for clients in 2025
It’s a New Year but many of the challenges facing advisers aren’t exactly new. And that includes managing client expectations in today’s…
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Value of advice on the rise post-Consumer Duty
More than four in five (82%) people who have a financial adviser believe it represents ‘value for money’ – an increase of…
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Foster Denovo rings in 2025 by acquiring Verum Wealth to expand in Scotland
Foster Denovo starts the new year as it ended 2024, with another acquisition. The addition of Verum Wealth marks the firm’s seventh…
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New call tracking service to help financial services businesses drive growth and unlock ROI
Moneypenny has launched a new call-tracking service to help financial services businesses identify which marketing campaigns, ads, web pages, and specific keywords drive phone…
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Just Group partners with beyond encryption to support clients with secure communication
Just Group, the FTSE 250 leading provider of retirement income products and services, has partnered with secure digital communication provider, Beyond Encryption,…
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Hoxton Wealth strengthens UK team with addition of experienced financial planner
International financial advisory firm Hoxton Wealth has announced that Jordan Maxwell has joined the firm as a financial planner in its UK team. Jordan…
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Rockstone Compliance teams up with Acre
Rockstone Compliance, which supports brokers with a hands-on approach to regulation, is teaming up with Acre, the innovative intermediary platform, to help give…
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Aegon reacts to latest Government review of social care funding
Steven Cameron, Pensions Director at Aegon comments: “We welcome the Labour Government launching this latest review into social care and how to…
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New year, new finances: four personal finance resolutions for 2025 from AJ Bell
The new year has arrived, and it’s a good time to look at some financial resolutions to get on top of your…
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