Business and Development
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James Peel to join Gravis as Senior Research Analyst
Gravis, the asset manager expert in infrastructure, real estate and private credit, is pleased to announce the appointment of James Peel in…
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The Timebank: The two areas AI has evolved into, and what that means for your business
In this three-part series, Damian Davies, Head of Engagement at The Timebank, will explore the rapidly evolving world of AI. He’ll begin…
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Direct or network? Finding the right fit for you…
Choosing between direct authorisation by the FCA and joining a financial adviser network is a pivotal decision for financial advisers establishing or…
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Brooks Macdonald completes acquisition of Lucas Fettes Financial Planning
Further to the announcement on 17 September 2024, Brooks Macdonald Group today announces that it has completed the acquisition of Lucas Fettes…
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The art, maths, and science of employee appreciation : practical tips for running a successful business
For advice firms reviewing their business strategy for 2025, staff retention and recruitment is always a key driver of success. Sharing some…
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ChatGPT celebrates second birthday: how the GenAI chatbot has changed the world
“When asked how it will celebrate its second birthday on Saturday 30 November, ChatGPT said there would be no cake or candles.…
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Origo’s Unipass Letter of Authority rolling out to all Openwork advisers
Origo’s Unipass Letter of Authority is being made available to all of Openwork’s advisers, enabling them to achieve faster, whole of market…
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Oakglen Wealth eyes further growth with appointment to support leadership teams
Oakglen Wealth, the independently owned wealth manager with offices in Jersey and London, has appointed Charlie Nicholls as Financial Controller, as it…
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PFS New Generation Programme announced for 2025
Chartered Insurance Institute (CII) President, Ian Callaghan, has announced his sponsorship of a Personal Finance Society (PFS) New Generation Programme, which is…
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ZeroKey integrates with Iress’ Xplan
As part of their mission to integrate technology and help eliminate manual data entry, ZeroKey today announced their integration with Iress’ Xplan…
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