Business & Development
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Finding your study strategy for professional qualifications – we offer practical tips for advisers and paraplanners studying for exams
Let’s face it—balancing a career in financial advice with the demands of professional exams can sometimes feel like juggling chainsaws on a…
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Adviser optimism surges as Consumer Duty and tech-driven strategies strengthen business outlook finds FE fundinfo adviser survey
81% of advisers favour integrated systems over multiple “best of breed” solutions, according to FE fundinfo’s 2025 Financial Adviser Survey FE fundinfo,…
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Signs your business has been hacked amid retailer cyber attacks
Tech expert reveals four key hacker warning signs amid Co-op, M&S and Harrods cyber attacks Three major retailers in the UK have…
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Adviser satisfaction reaches record highs, with Transact clinching the highest accolade
A recent study of approximately 900 advisers by research firm Investment Trends shows that adviser satisfaction with platforms has reached a record…
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Saturn’s co-founders discuss the future of financial advice in an AI-driven world
AI – it’s the buzzword on everyone’s lips, and the financial advice sector is no exception. In a recent episode of IFA…
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ValidPath launches new website – supporting IFAs across their entire business lifecycle is essential
ValidPath, the network for Independent Financial Advisers, is today launching its evolved brand identity and newly designed website. In doing so it…
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Cazenove Capital receives two key accolades at the 2025 Citywealth Magic Circle Awards
Cazenove Capital, the wealth management business of Schroders in the UK, has been announced as the winner of two accolades at the Citywealth…
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Investec arranges £54.6 million loan for two office to residential conversion projects
Investec Bank plc (Investec), a leading international financial services provider, announces that its Real Estate team has provided Signal Capital Partners, a…
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Financial services leaders outline four key pillars to unlock UK growth potential
A new report from PIMFA, UK Finance and KPMG UK has revealed opportunities for how the government can further support the UK’s…
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Octopus doubles down on Seccl, with new investment in reshaped management team
Seccl, the embedded investment platform, is preparing for dramatic expansion on the back of further investment from Octopus in a reshaped management…
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