Business and Development
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Are you using online enquiry forms in your IFA business? If so, MoneyPenny’s Hannah Stringer highlights a practical solution
You’ve done your research, filled in an enquiry form on a business website and explained what you need, and then…. well, nothing.…
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RLAM Appoints Lee Hollingworth as DC and Retirement Proposition Director
Royal London Asset Management announces the appointment of Lee Hollingworth as DC and Retirement Proposition Director. In this newly created role, Lee…
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Isio analysis finds thousands of companies yet to report their Gender Pay Gaps as deadline looms
With International Women’s Day taking place this Saturday, ISIO issues a timely reminder about the need for action on Gender Pay Gaps …
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Damian Davies at Timebank shares three AI tools you can start using as a ‘noob’
In the final instalment of this three-part series about AI, Damian Davies, Head of Engagement at The Timebank, takes a look at…
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7IM owned Partners Wealth Management completes acquisition of Aberdeen-based Johnston Carmichael Wealth
Partners Wealth Management LLP (PWM) has today announced it has completed the acquisition of Johnston Carmichael Wealth to further cement its position…
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Origo launches Unipass Transfer Tracking for advisers
Origo is pleased to announce the launch of its new Unipass Transfer Tracking service for advisers. Unipass Transfer Tracking is the only…
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Andrew Hannay to retire after over 30 years in financial services
After more than three decades of providing expert financial advice, Andrew Hannay, one of Edinburgh’s most respected independent financial advisers, retired at…
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PFS appoints two new board members
The Personal Finance Society (PFS) has announced the appointment of two new Board members. PFS members Kate Gannon and Craig Palfrey will…
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NextGen Planners & Kinder Institute announce groundbreaking collaboration
The Kinder Institute of Life Planning and NextGen Planners have launched a pioneering collaboration that will bring life planning expertise to the forefront of the UK…
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CISI Chartered Firm™ status approved for Fowler Financial Planning
The Chartered Institute for Securities & Investment is pleased to announce that Fowler Financial Planning has been granted CISI Chartered Firm™ status. CISI Chartered…
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