Business & Development
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The art of storytelling for financial advisers: Explaining money like a human
Financial advice is about more than numbers. It is about people, their goals and the stories that help them make sense of…
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Criterion launches new industry standard to streamline investment Letters of Authority
Criterion, the independent integration standards body, has today launched its new Letter of Authority (LoA) Checklist standard for investment products. The new…
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The Flower Group launches analysis solution to help advice firms grow
The Flower Group today announces the launch of powerful all-in-one data analysis tool Growth Centre, designed to support the commercial growth of…
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Fidelity Personal Investing launches ‘Freya’, a conversational AI interface to support customers’ needs
Fidelity International, the investment and retirement business, has announced the launch of ‘Freya’, an innovative AI conversational interface designed to enhance the…
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Nucleus launches CPD learning zone for advisers
Nucleus, the largest independent adviser platform group in the UK with over £100bn of assets under administration, today announces the launch of a new…
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Saturn upgrades pioneering AI meeting notes tool for advisers
Saturn has upgraded its pioneering AI Meeting Notes tool to help advisers summarise and review client meetings, enabling them to be compliant…
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Jupiter hires Piers Hillier as Chief Investment Officer
Jupiter Asset Management announces that Piers Hillier has been appointed Chief Investment Officer to oversee the Group’s investment management teams. Piers will…
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ValidPath research reveals IFA drive for growth amid industry-wide optimism
Independent Financial Advisers (IFAs) are looking ahead with confidence and a strong focus on growth, according to new research from ValidPath, the…
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Equilibrium: Write for the client, not their products
Personal touches can spark stronger client connections. Sam Patterson APFS, Chartered Financial Planner and Head of Delivery at Equilibrium, explains why suitability…
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Aviva Investors’ appointment of a new head of UK Institutional
Aviva Investors, the global asset management business of Aviva plc, announces it has appointed James Edwards as Head of UK Institutional, as…
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