Business and Development
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Advisers brace for impact of greater market volatility in 2025
Advisers are expecting greater market volatility in 2025, which could diminish many clients’ appetite to invest, according to a new poll of financial…
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Embracing ‘calling in healthy’: the rising trend set to revolutionise annual leave in 2025
Given our busy work/life schedules, we’re all too familiar with ‘calling in sick’. But the team at Instant Offices have noted a…
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The Cumberland expands commercial operations into three new sectors
The Cumberland Building Society has today announced that it has expanded its Commercial offering to cater to a range of new sectors as…
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Technology and regulation will transform the landscape in 2025, says Dynamic Planner CEO Ben Goss
Dynamic Planner’s CEO Ben Goss believes that change is on the cards in 2025 for a financial planning industry that’s embracing the…
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Why we’re never more than two steps away from financial vulnerability
Beth Yolland-Jones, Clinical Lead at duty of care assessment company Comentis, explains how, not only are we all susceptible to financial vulnerability,…
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Cybersecurity: Best Practices for Financial Advisers
By Brad Powar, Head of Technology, ValidPath In today’s digital age, ensuring safe communication with clients is paramount for financial advisers. Often…
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Transfer values fell to a 12 month-low during November before recovering slightly
XPS Group’s Transfer Value Index reached a 12-month low, dropping to £151,000 during November 2024 before then recovering to its previous month-end position…
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Quilter adds three more firms to its network
Quilter Financial Planning, the financial advice network of FTSE 250-listed Quilter plc, is pleased to announce that it has welcomed three new…
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Darlington Building Society finds nearly half of Brits have no savings
A staggering 40% of Brits have no savings in the bank, and only 13% have at least one month’s salary saved, according…
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Fidelity International reveals 2024 personal investing trends: global growth, technology and income strategies lead the way
As 2024 draws to a close, Fidelity International, reflects on a year of shifting market conditions and evolving investor sentiment. Following the challenges of…
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