Business and Development
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Acquisition of LIFT to accelerate growth in Financial Planning
Brooks Macdonald Group plc announced today that it will acquire 100% of the issued share capital of each of LIFT – ‘LIFT-Financial Group…
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Jupiter Fund Management today announces that Alex Savvides has started in his role as Lead Investment Manager, UK Equities
.Alex joins the UK equities desk, where he will be managing the £1.1 billion Jupiter UK Special Situations Fund (“the Fund”), which will…
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The Bank of Mum and Dad flips: adult children set to financially support parents
Fresh research by Aegon has shown that younger generations of adults may no longer be able to rely on the so-called ‘Bank…
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Global Wealth Management Group GSB Partners with London-based Mumble Forum
Financial services group GSB has partnered with London-based women networking club Mumble Forum. The partnership will aim to empower female entrepreneurs and business leaders through…
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27% increase in businesses transferring ownership to employees in a year to 542
The number of businesses transferring ownership to employees through Employee Ownership Trusts (EOTs) has jumped 27% to 542 over the past year*…
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Dynamic Planner announces new CRM integration with Adviser Cloud
Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud. Advisers using the new integration…
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Experienced operator Tim Riseborough joins the Validpath board further strengthening senior management team
ValidPath, the network for independent financial advisers, is pleased to announce that Tim Riseborough, Chief Operating Officer of Rimbal and Group Operations…
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Setting standards: CII publishes 2025 qualifications brochure
The Chartered Insurance Institute (CII) has published its 2025 qualifications brochure, offering a range of career and educational pathways for both current and…
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M&G appoints Kirsty Wright to further develop its £62 billion flagship PruFund range
M&G today announces the appointment of Kirsty Wright as Director of PruFund Proposition, as the firm seeks to further develop its flagship…
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Royal London begins search for new Chair
Royal London has released an update this morning stating that by 31 December 2024, Kevin Parry, Chairman will have served six years on…
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