Business & Development
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Linda Johnstone, Head of Investment Proposition at Novia Global explains how advisers can help clients manage investor anxiety
Let’s face it, market volatility has been giving everyone whiplash lately. From geopolitical shocks to economic uncertainty, there’s been no shortage of…
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What financial advisers really think about tech, AI and the next-gen wealth shift…FE fundinfo’s David Scholes discusses their recent adviser survey results
Chances are you’ve heard the words ‘AI’ and ‘generational wealth transfer’ more than once. These are two of the biggest topics shaping…
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Man Group’s Jonathan Golan wins FE fundindo’s alpha manager of the year – again
Named as Best New Alpha Manager in 2024, 2025 marks Golan’s second consecutive year receiving top honours FE fundinfo, the leading financial…
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UK-listed companies step up on mental health, but half still fail to deliver
UK companies are increasingly taking action on workplace mental health, following pressure from investors managing $10.2 trillion (£7.7 trillion) in assets. But…
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What’s next for advice? Succession’s Graham Nicoll on culture, consolidation and closing the gap
In an ever-evolving world of financial advice, change is the only constant. Whether it’s the wave of consolidation reshaping the advice landscape,…
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The AI paradigm shift: How AI is fundamentally redefining business operations, competition, and growth
As AI accelerates from niche innovation to foundational infrastructure, financial advisers must understand the transformative impact this technology is having across industries…
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Study reveals accountants and financial advisers lose out as clients struggle to pay fees
Accountants and financial advisers increasingly are seeing clients struggle to pay their fees with a knock on effect on their cashflow, new…
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Leicester financial services firm secures significant private equity backing
August Equity has added a fast-growing financial services firm to its portfolio, in a deal supported by FRP Corporate Finance. Headquartered in…
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First Wealth appoints Jess Biggs to launch Sports and Entertainment division
First Wealth has appointed Jess Biggs to lead its new Sports and Entertainment division. Biggs joins from Evelyn Partners, bringing specialist experience…
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Women are 45% more likely to have inherited assets as the Great Wealth Transfer accelerates
LONDON, 10 June 2025 New research from Unbiased shows that female financial advice seekers are 45% more likely than men to have…
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