Business & Development
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Hoxton Wealth brings in Global Employee Assistance Programme to create a workplace where wellbeing comes first
In a move to place employee wellbeing at the heart of the firm’s culture, international financial advisory and wealth management firm Hoxton…
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M&G Investments adopts Bloomberg’s Research Management Solutions
Bloomberg has announced that M&G Investments has adopted and customised Bloomberg’s enterprise-level Research Management Solutions (RMS Enterprise) to enhance their alpha-generating research process. The scalable…
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CISI Financial Planning Conference 2025 brings global experts to Windsor for two days of innovation and insight
The Chartered Institute for Securities & Investment (CISI) Financial Planning Conference 2025 will host its flagship event on 2 and 3 October at the historic De Vere Beaumont…
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Advisers’ role in fraud prevention by guiding clients through the threat of cloning scams | Damian Davies, The Timebank
Cloning scams are now the biggest fraud threat to investors, with £2.7m lost in late 2024. The IA is urging vigilance, while…
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Fairstone announces Steven Cooper CBE as new Chief Executive Officer
Fairstone Group announces today that it has appointed Steven Cooper CBE as its new Chief Executive Officer. The move is set to…
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AJ Bell Investcentre partners with Woven Advice to simplify adviser platform switching and onboarding
AJ Bell Investcentre is pleased to announce its partnership with adviser software firm Woven Advice, making platform switching and bulk migrations quicker…
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Dr Simon Porter joins Blackfinch Ventures as Principal
Blackfinch Ventures announces the appointment of Dr Simon Porter as Principal, reinforcing the commitment to a multidisciplinary team that can support founders…
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Lifetime joins Tavistock following strategic acquisition
Lifetime, a financial management and wellbeing company, has announced its strategic acquisition by Tavistock, the national financial services group with a focus…
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Scottish Widows extends Origo’s Unipass Letter of Authority across its business
Scottish Widows has partnered with Origo to enhance its letter of authority process for advisers across its business, which will cut turnaround…
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PFS Autumn Roadshow explores AI in wealth management
The Personal Finance Society (PFS) 2025 Autumn Roadshow began with its first event in Surrey on Thursday, the first of a series…
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