Business & Development
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Advice gap between genders is narrow — but not closed, as the Great Wealth Transfer continues
New research by Unbiased confirms the advice gap between men and women still persists — though it’s narrower than expected. A survey…
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93% of female financial planners would recommend the role to others
93% of women surveyed who are currently or have previously been in the financial planning role would recommend it to other women, according…
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Stuart Breyer, CEO of mallowstreet explores how AI is helping mitigate client anxiety
In this article, Stuart Breyer, CEO of mallowstreet explores how AI can help flip the balance, easing the burden of admin and…
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Young people call for change: 84% of kids and teens want to see financial education on the new national curriculum, according to GoHenry research
Young people have made it clear they want to learn more about money in school, as new research published today by GoHenry, the…
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TIME Investments hires Madeleine Ingram as Head of Strategic Partnerships
TIME Investments (“TIME”), which specialises in income-producing funds investing in real assets along with tax-efficient investments, has hired Madeleine Ingram as Head…
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Calling all POWER Planners – Sam Patterson, Equilibrium FP, highlights the PFS POWER initiative and how you can get involved
What is financial planning? Ask a room full of financial planning professionals, and you’ll likely receive a variety of answers. Each planner,…
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Guest insight | Acuity Knowledge Partners’ Devireddy highlights how tech is reshaping asset management due diligence
In this analysis, Sailaja Devireddy, Global Head of Financial Marketing Services, Acuity Knowledge Partners, looks at digital due diligence platforms – the…
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M&A deals by HNWs and family offices jump 13% in the past year finds Pinsent Masons
The number of UK M&A deals undertaken by High-Net-Worths (HNW) and Family Offices increased by 13% in the past year, reaching 34…
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Advice firms more than double client onboarding over the past year – fuelling desire to digitise vast majority of processes
Financial advisers have more than doubled the number of clients onboarded each week over the past 12 months, a 116% rise year-on-year,…
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Evelyn Partners appoints new Head of Financial Planning Advice
Evelyn Partners has announced today that it has appointed Philip Lewis to the new position of Head of Financial Planning Advice. Philip…
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