Business & Development
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Dynamic Planner unveils 2028 vision for ‘unlocking trusted advice at scale’ at TISA Annual Conference
Dynamic Planner, the UK’s leading digital advice platform, today sets out its vision for the future of advice — unlocking trusted advice — at…
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New white paper “Women, Wealth and the Workplace” urges personal finance sector to boost female visibility and leadership
The Women’s Wealth Alliance (WWA) has today published a roadmap to increase the number of women working in personal finance, as part…
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NFU Mutual goes live with Focus’s next-gen advice platform
Focus Advice Technology (“Focus”), the award-winning advice technology provider, today announces the go-live of its new advice system with NFU Mutual, marking the first full…
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2,000 set to attend PFS National Conference 2025
Over 2,000 financial planning professionals, exhibitors, speakers and members of the media are registered to attend the Personal Finance Society’s (PFS) National…
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How advisers can help close the financial literacy gap by engaging young people early and focusing on five practical money essentials
Financial literacy in the UK is still patchy at best, with too many young people left to figure money out by trial…
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FE fundinfo acquires Contengo, introducing a unique command centre module for financial advisers
FE fundinfo, a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, today announced the acquisition…
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Rosemount Financial Solutions (IFA) adds 16 new advisers in growth drive
Rosemount Financial Solutions (IFA), the mortgage, protection, and financial planning network, added 16 new advisers to its ranks in Q3, representing another…
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Fidelity research shows advisers only spend one-third of their day with clients, and AI could unlock the ideal workday
Administrative and compliance responsibilities continue to dominate advisers’ workloads, according to the latest IFA DNA study from Fidelity Adviser Solutions. The annual research highlights how advisers…
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Bridging the AI trust gap: EV’s Chet Velani on why human insight remains the beating heart of financial advice
By Chet Velani, Managing Director at EV As artificial intelligence reshapes financial advice, the real differentiator won’t be speed or scale, it’ll…
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Dynamic Planner achieves industry-first AI certification and adds new strategic hires to accelerate AI and data growth
Dynamic Planner, the UK’s leading digital advice platform, has further cemented its commitment to trusted AI, setting the industry standard and becoming…
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