Business & Development
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Transact launches new app with intelliflo to simplify contributions and withdrawals
Transact is excited to introduce a new app developed in partnership with intelliflo. The app will make it easier for financial advisers…
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CISI launches Financial Planning Week 2026 calling on all UK financial planners to give their free time to make a difference
Building on the concept of CISI’s Financial Planning Week (FP Week) as an opportunity to give back, CISI has launched Financial Planning Week…
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Why resilience is a strategic asset for advice firms, not a soft skill | Jenny Segal
Resilience isn’t just about grit or ‘toughing it out’, it’s a core strategic asset that drives productivity, retention and long-term business performance.…
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Benchmark partners with amicable to support advisers with wealth transfer conversations
Benchmark Capital (“Benchmark”), a leading provider of financial planning solutions and part of the Schroders Group, has announced a new partnership with…
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A strategic and tactical business development roadmap for financial advisers | David Batchelor, Wills & Trusts Partnership Ltd
David Batchelor, Founding Partner of Wills & Trusts Partnership Ltd and co-founder of the Personal Finance Society, shares the lessons he’s learned…
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From assumptions to acquisition: How advisers are turning feedback into a growth engine | Emily Wastie, VouchedFor
Emily Wastie, Head of Firms at VouchedFor, explains how client feedback is transforming advisory businesses. Firms are using insights from prospects and…
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Hargreaves Lansdown reaches two million clients and record AUA
Hargreaves Lansdown has reached two million active clients, marking a major milestone eight years after it celebrated its first million in 2017.…
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Why building an adviser business is all about selling a need | Katie Brinsden, Truly Independent
Katie Brinsden of Truly Independent argues that investors’ £2bn August exodus from equity funds, along with record bond redemptions and the first…
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6 easy first steps to client acquisition | Damian Davies, The Timebank
Damian Davies, founder of The Timebank, shares six practical steps advisers can take to attract new clients and grow their businesses. Drawing…
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Wealth management and advice sector urges clearer, more consistent regulation to better support clients and unlock growth potential
A new study from PIMFA, the trade association for wealth management and financial advice firms, highlights the significant pressures firms face from…
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