Business & Development
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ValidPath launches independent Client Buyout Programme to support advisers to exit and retire
ValidPath, the network for independent financial advisers, has today launched its Client Buyout (CBO) Programme, a comprehensive succession and acquisition solution designed to…
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Navigating customer sentiment: why consistency is key in financial services
Written by Jake Sandford, Smart Money People May brought a slight cooling in customer sentiment across the UK’s financial services sector. While…
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Guest insight: Smart Money People’s Jess Trueman highlights why supporting customer vulnerability is so important
In July 2023 the FCA’s Consumer Duty finally took effect. In the following blog for IFA Magazine, Jess Trueman (pictured) of Smart…
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Transact set to launch new integration with Plannr
Transact and Plannr are delighted to share details of a new integration, which will speed up the account opening process – saving…
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Brooks Macdonald launches Brooks Financial – the new brand for its financial planning business
Brooks Macdonald today announces Brooks Financial as the new brand for its growing financial planning business. Evolving from the long standing and…
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Fintech Aveni launches influential industry group to shape the future of AI in financial services
Leading UK Fintech Aveni AI welcomed a group of industry leaders yesterday from the UK’s wealth management and financial planning sector to an exclusive…
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STEP announces its highest achieving students from across globe
The global professional membership body STEP is delighted to announce the winners of this year’s worldwide Excellence Awards. STEP’s Excellence Awards celebrate…
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Dynamic Planner finds number of highly vulnerable clients falls over the past year
Analysis from Dynamic Planner, the UK’s leading digital advice platform, of data from its Financial Wellbeing Questionnaire, has found that the overall proportion…
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Younger generations break taboo on money conversations – IA
Money is a taboo topic for many across the UK, with Brits more likely to discuss politics and current affairs (50%) than…
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Advisers and consumers sceptical about proposed regulation to widen access to financial advice finds the lang cat
A major study published by financial consultancy the lang cat, reveals an ongoing Advice Gap with just 9% of people benefiting from…
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