Business & Development
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NuWealth rebrands to Quilter Invest
NuWealth, the digital savings and investment platform which is part of FTSE-250 wealth manager, Quilter, has today rebranded as Quilter Invest. This…
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CISI marks World Financial Planning Day 8 October highlighting the CFP™ mark, the UK’s highest financial planning certification
Amidst UK consumer concern around inflation, interest rates and a potential recession, leading professional body and educational charity the CISI will join…
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Luxury Engagements, luxury weddings, and… luxury divorces? Legal insight for advisers on supporting UHNW clients
Recent news of celebrity engagements – including that of Taylor Swift’s engagement to Travis Kelce – shines a spotlight on the intertwining…
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Carla Brown elected PFS President for second year
Carla Brown will continue as President of the Personal Finance Society (PFS) for a second year, following her reappointment at the most…
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Dynamic Planner strengthens Go-To-Market leadership team to accelerate growth
Dynamic Planner, the UK’s leading digital advice platform, has announced a series of senior appointments across its customer facing teams to further…
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AJ Bell Investcentre launches suite of adviser tools from Mabel Insights
AJ Bell has announced the launch of a new suite of planning tools, developed in partnership with Mabel Insights, now available to…
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Microsoft Excel turns 40: CFOs celebrate the technology’s contribution and predict its future role in finance
Microsoft Excel has turned 40 years old today, marking a milestone age for the trusted spreadsheet software. Initially released on September 30th,…
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Fintel launches standalone distribution platform, Omnicore
Fintel has announced the launch of Omnicore, an intelligent distribution platform designed to provide a strategic conduit between providers and advisers. Launched…
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Vanguard appoints Gillian Hepburn to expand UK adviser solutions offer
Vanguard today announced the appointment of Gillian Hepburn to the role of head of adviser solutions, UK. The appointment reflects Vanguard’s ongoing…
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HSBC UK awarded ‘Advanced’ Mental Health Accessible rating
HSBC UK’s ‘Advanced’ rating is the second of three levels firms can achieve through the Mental Health Accessible programme (the bank reached…
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