Business & Development
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Quilter Cheviot launches financial support service for HNW divorcees
Quilter Cheviot, the high-net-worth (HNW) wealth management division of Quilter, has launched a new service aimed at supporting financial advisers and their…
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Defaqto launches In Focus: Adviser Platforms report as assets under administration reach five-year high
The UK adviser platform market has reached a new stage of maturity, with assets under administration now at their highest level in…
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Premier Miton strengthens platform for growth with BNY trading operations strategic relationship
Premier Miton has announced a new strategic relationship with BNY (NYSE: BNY), a global financial services company, under which equity trading will…
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Transact announces major technology programme to accelerate integrations with key adviser software systems
Transact has announced a major upgrade programme to its API, improving how the platform connects with the financial planning software used by…
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Research finds UK advisers embracing AI and platform consolidation but growth constrained
Financial services research firm Investment Trends has today released the findings of its 2026 UK Adviser Technology & Business Report, revealing an…
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Pilot to power Evergreen by Calton, the proposition for next generation advisers
Evergreen by Calton has selected Pilot as the core technology platform for Evergreen, a new advice proposition led by Hayley Rabbets and…
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Evelyn Partners announces senior management changes that will come into effect upon completion of the acquisition by NatWest
Evelyn Partners Group Limited today announces that, upon completion of its acquisition by NatWest Group plc, Paul Geddes, Chief Executive Officer, and…
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Back to the future: the cycle of advice models
It’s easy to look at the current pressure on advice firms and assume we’re in entirely new territory. Consumer Duty, rising costs,…
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A view on the ground: what makes an effective BDM?
Andy Matthews APFS, senior business development manager at RBC Brewin Dolphin, reflects on what advisers really value from BDM relationships in an…
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Culture lever: What advice firm owners can actually do this quarter
Jenny Segal, chief investment officer, actuary, workplace culture expert and author of the On Motivation series, examines why so much workplace culture…
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