Business & Development
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Financial planning firms increase investment in technology to manage growth and regulation
Financial planning firms are increasingly embracing modern technology to support day-to-day workflows and secure their long-term future, according to the latest Financial Planning…
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The lang cat identifies AdviceTech firms to watch
The lang cat has described the “breadth” of tech being developed in the advice market as “tremendous” as it identifies future propositions to watch out for. The lang cat has released the shortlist of five firms that’ll take…
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Owen James unveils flagship ‘Festival of Finance’ with Sir Alistair Cook and Justin King amongst line up
Owen James Events has announced the launch of the Festival of Finance, a new flagship event designed to bring together the UK’s…
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FCA opens the door to simplification in a new cycle for advice
The FCA’s latest consultation on simplified advice is being positioned as a practical step towards closing the long-standing advice gap. But for…
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Standard Life completes £200m buy‑in with Abbey Life Assurance Company Limited Staff Pension Scheme
Standard Life has completed a £200 million bulk purchase annuity (BPA) transaction with the Abbey Life Assurance Company Limited Staff Pension Scheme,…
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Never stop learning: Mattioli Woods’ Scott Stevens on why CPD is the cornerstone of great financial advice
Sharing his insights below, Scott Stevens, Managing Director – Business Development and Marketing at Mattioli Woods, tells us why he believes that,…
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Falling premiums, rising risk: Why smart firms are planning ahead
If you’re a well-run financial planning firm, your PI premium has probably come down this year. Perhaps significantly. After years of painful…
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Origo launches LoA Consortium with Scottish Widows, Aviva, Royal London, and L&G
Four major providers have come together to launch a new consortium focused on transforming and scaling their letter of authority (LoA) processes…
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Model Office launch new automated, integrated and AI empowered client file review dashboards
The requirement for advice firms, networks and support services to be data led and deliver data driven reports and MI across key…
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TISA announces Carol Knight to step down as CEO in August, following 4 years leading the membership organisation
Today, at its Annual Parliamentary Reception, The Investing and Saving Alliance (TISA) will announce that Carol Knight is to stand down as…
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