Business & Development
-
Smarsh collaborates with AWS to reduce compliance review workload by ~77%
Smarsh, a global leader in digital communications compliance and intelligence, announced breakthrough results from its strategic collaboration agreement (SCA) with Amazon Web Services (AWS), delivering a new…
-
The divorce sandwich: the legal implications of divorce for the sandwich generation
With many divorcing couples facing the competing financial demands of children, ageing parents and retirement planning, advisers are increasingly supporting clients caught…
-
Mattioli Woods expands Retiring Adviser programme with acquisition of KRD Financial Advisers
Mattioli Woods has announced the acquisition of KRD Financial Advisers Limited (“KRD”), a well-established financial planning business serving more than 1,000 households…
-
Blackfinch Group acquires Lawdable and Wenup to accelerate technology-enabled planning support
Blackfinch Group has acquired legal technology businesses Lawdable and Wenup, expanding its technology-enabled support for advisers and their clients. Lawdable by Blackfinch…
-
Afternoon wins the langcat AdviceTech Catwalk 2026
The winner of AdviceTech Catwalk 2026 is Afternoon, an AI-powered operating model which automates the advice process, the lang cat can reveal.…
-
Stop praying for referrals: why advisers need a more predictable lead strategy
For many financial advisers, referrals remain one of the most valuable sources of new business, but relying too heavily on them can…
-
Advice firms’ profitability blind spot | understanding client cost-to-serve
Most advice firms can quickly tell you their assets under management, recurring revenue and headcount. But far fewer can identify which individual…
-
NextWealth: Mind the transaction data gap
Granular transaction data, firm-level MI, and consistent formatting remain the most prominent gaps in data delivery by platforms and pension providers, according…
-
The Paraplanner Club partners with Fundment to expand free mentoring
The Paraplanner Club, the UK’s free mentoring community dedicated to supporting current and aspiring paraplanners, has partnered with Fundment to transition to…
-
Advice firms risk being left behind without operating model overhaul, warns white paper
Technology alone will not solve advisers’ capacity and profitability challenges, authors argue Most advice firms aren’t failing. But they are running out…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
