Business and Development
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Access FS launches mentoring programme
Access Financial Services (“Access FS”) has announced the launch of a new mentoring programme. The launch of the programme follows a successful…
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Hoxton Wealth completes Infinity Financial Solutions acquisition, adds £225 million to AUM
International wealth manager Hoxton Wealth has completed the acquisition of Infinity Financial Solutions, a leading provider of expat financial services with multiple…
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M&G Investments appoints Martin Kwiatkowski as Director of Operations
M&G Investments today announces the appointment of Martin Kwiatkowski as Director of Asset Management Operations, reporting to Chief Operating Officer, Richard Godfrey. …
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Adviser insight | Does financial advice really add value? You bet it does, says Truly Independent’s Katie Brinsden
While financial advisers will know there’s a world of difference between investing and gambling, clients often don’t. In her latest blog for…
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Introducing five newly chartered corporate firms
Five insurance and financial planning firms have achieved Chartered Insurance Institute (CII) Chartered status in the second quarter of 2025. Chartered status…
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Twenty7tec integrates with FinCalc to boost adviser planning
Twenty7tec has announced the next step in the evolution of its innovative CRM system. The leading financial adviser platform has rolled out the first…
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5 challenges advisers face in first client meetings (and how to overcome them) by Melissa Kidd
Melissa Kidd is Director of Motem Ltd and has done some fascinating research into the challenges which advisers report having in conducting…
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Dynamic Planner launches Connected, a new podcast for the investment and advice industry
Dynamic Planner, the UK’s leading digital advice platform, is set to launch ‘Connected’ a brand-new podcast designed to inform, inspire and connect…
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1 in 3 financial advisers believe they could take on 20+ more clients if their systems were fully integrated
FE fundinfo, the leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, has revealed nearly a…
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Over three quarters of advisers want to grow their assets under advice – new guide reveals biggest growth enablers
Today, NextWealth and Aegon have launched a new guide to support financial advisers in growing their business, entitled Organic Growth for Financial Advice…
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