Business & Development
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How AI can help IFAs meet Consumer Duty without losing the human touch
As the Financial Conduct Authority’s Consumer Duty raises expectations for fairness, consistency and documentation, advisers face growing pressure to balance compliance with…
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Evelyn Partners recruits ex-pro rugby player to Edinburgh financial planning team
Evelyn Partners has appointed ex-professional rugby player Chris Dean to its Edinburgh financial planning team. Chris spent over a decade with Edinburgh…
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LV= marks 20 years of smoothed investment innovation
Investment, protection and retirement specialist LV= is proud to celebrate two decades since the launch of its first smoothed investment product, the…
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ComplyAdvantage unveils new platform to fight surging financial crime
ComplyAdvantage, today announces the launch of Mesh, an AI-native platform that unifies customer and company screening, customer risk scoring, transaction monitoring, and…
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Bottomline announces embedded AI agent to transform treasury and cash management
Bottomline, a global leader in business payments and cash management, has announced the forthcoming launch of an advanced AI agent integrated into…
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Hoxton Wealth acquires Manchester-based FA to expand its North of England presence
Financial advisory and wealth management firm Hoxton Wealth hasexpanded its presence in the North West of England with the acquisition of Haven IFA, a…
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Congratulations to all the PFS Personal Finance Awards 2025/26 winners – and a near miss for IFA Magazine!!
Winners of the Personal Finance Society (PFS) Personal Finance Awards 2025/26 were announced yesterday afternoon at a prestigious ceremony in London. The…
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Wealth management is a journey, not a transaction: Simplify’s Nick Clarke encourages intermediaries to rethink their client experience proposition
Simplify’s Nick Clarke explores how wealth management must evolve beyond a transactional model to meet the realities of modern life. Today’s clients…
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Triple Point supports Wilson Partners with £35 million to accelerate growth strategy
Triple Point Private Credit announce the expansion of its long-standing partnership with Wilson Partners, a leading accountancy and corporate finance firm, through a £35…
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mallowstreet launches self-service AI to help advisers lower the cost to serve, while enhancing the human connection
mallowstreet, the B-Corp behind the trusted adviser-tech platform SOFI, has launched a major upgrade. SOFI Self-Service is a new function that allows…
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