Business and Development
-
PFS announces £1million investment in talent initiatives for financial planning profession – 23 July 2025
At an event held in central London today (23 July 2025), Carla Brown, President of the Personal Finance Society (PFS), announced a…
-
Dynamic Planner sees record £100bn client holdings as consumer duty marks 2nd year
Ahead of the 2nd anniversary of Consumer Duty on 31st July, Dynamic Planner, the UK’s leading digital advice platform, now has a record £100bn…
-
New research provides key insights on the future of advice and demand for new advice services
New insights from AdviserSoftware.com’s “Building the Business Case for Digital Advice” study shows these conclusions have been reached by understanding consumer preferences considered by…
-
Built by advisers, for advice professionals – Pilot practice management system launches to help fix financial planning from the inside out
Pilot practice management system launches to help fix financial planning from the inside out! A new UK-built practice management software firm has…
-
7IM overhauls transfers as part of major platform transformation
7IM today announces a major overhaul of its transfer process, marking a key milestone in its multi-million-pound, multi-year investment into its award-winning…
-
Advice gap between genders is narrow — but not closed, as the Great Wealth Transfer continues
New research by Unbiased confirms the advice gap between men and women still persists — though it’s narrower than expected. A survey…
-
93% of female financial planners would recommend the role to others
93% of women surveyed who are currently or have previously been in the financial planning role would recommend it to other women, according…
-
Stuart Breyer, CEO of mallowstreet explores how AI is helping mitigate client anxiety
In this article, Stuart Breyer, CEO of mallowstreet explores how AI can help flip the balance, easing the burden of admin and…
-
Young people call for change: 84% of kids and teens want to see financial education on the new national curriculum, according to GoHenry research
Young people have made it clear they want to learn more about money in school, as new research published today by GoHenry, the…
-
TIME Investments hires Madeleine Ingram as Head of Strategic Partnerships
TIME Investments (“TIME”), which specialises in income-producing funds investing in real assets along with tax-efficient investments, has hired Madeleine Ingram as Head…
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.