Business & Development
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Carla Brown points to renewed PFS momentum and excitement for what is to come
Personal Finance Society (PFS) President Carla Brown says the professional body is seeing renewed momentum, with rising member engagement, growing membership, and…
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Lloyds Banking Group announces Halifax to rebrand to Lloyds
Lloyds Banking Group has today confirmed that the Halifax brand will change to Lloyds. Existing Halifax customers will start to use the…
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St. James’s Place hires new Director of the CIO Office
St. James’s Place today announces the appointment of Chris Teschmacher as Director of the CIO Office, serving as a key link between…
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Clifton Wealth Partnership acquires Suffolk firm bringing Clifton Group total AUM to £4bn
Clifton Wealth Partnership (CWP) has completed the acquisition of Morgan Law Financial Services, a Suffolk-based financial planning firm serving clients across East…
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James Hambro builds Bristol presence with senior business development hire
James Hambro & Partners (“JH&P”) has today announced the appointment of Lisa-Marie Finch as Business Development Director, based in Bristol, as the…
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Advice firms target 17% growth despite technology and productivity headwinds
New research from Owen James, Fintel’s premium event and insight division, has revealed that advice and wealth management firms are targeting average…
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Industry-wide AI adoption surges, with active use among advice professionals up 46% since 2025, finds Dynamic Planner’s Advice 26
Dynamic Planner, the UK’s leading AI-powered digital advice platform, has found that the number of advice professionals already using AI has risen significantly…
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Navigating the noise: how financial services firms can get ahead of the Cyber Security and Resilience Bill
The Cyber Security and Resilience Bill is steadily moving through Parliament, but for many financial advice and wealth management firms it has…
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Third Financial harnesses Nucleus group capability to launch white-labelled SIPP
Third Financial, the technology-led platform specialist within Nucleus has launched a new ‘Pensions as a Service’ (PaaS) proposition, drawing together the combined…
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Broadstone appoints Daniel Murdoch as Director
Broadstone, a leading independent UK financial services consultancy, has appointed Daniel Murdoch as a Director in its growing Banking & Credit Advisory…
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