Business and Development
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Mastering Suitability Reports Part 1: Expert tips on navigating the rules
In the ever-changing world of financial planning, suitability reports are essential for making sure that your clients get the advice that’s just…
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One Four Nine Group strengthens acquisition capability with corporate development director appointment
One Four Nine Group, the nationwide independent financial advice and investment management group, has appointed Sanjay Lukka to the position of Corporate…
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Fewer than half of workers have discussed flexible working with managers, despite new statutory rights
Research by Phoenix Insights, Phoenix Group’s longevity think tank, has found that fewer than half (44%) of UK workers say that their…
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Sasha Dabliz appointed as Marketing & Communications Director at The Openwork Partnership
The Openwork Partnership, one of the UK’s largest financial services networks, announces the appointment of Sasha Dabliz as Marketing and Communications Director. …
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BareRock partners with Just Finance Foundation to deliver financial education to children – and urges advisers to help share expertise
BareRock, the pioneering Professional Indemnity Insurance (PII) provider serving financial intermediaries, has partnered with the national financial education charity, Just Finance Foundation…
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Paleo over pension: UK’s Focus on Health Over Wealth – But At What Cost?
London, [09] September 2024 – As the longevity movement continues to sweep the developed world, new research from J.P. Morgan owned digital wealth…
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Low financial literacy means people are worse off, even when salaries are accounted for, abrdn finds
People with low financial literacy are typically worse off than those with high financial literacy, even when their earnings are similar, new…
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Over half of Brits regret not saving more when they were younger, study shows
A new study from the financial experts at Shepherds Friendly has revealed the state of Britain’s financial literacy, as well as our biggest financial…
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7IM hits the road for its regional roadshows this Autumn – as well as unveiling plans for the changing face of its platform
7IM today announces that it is set to hit the road for a series of regional roadshows that will take place across…
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Nikko Asset Management to Rename as Amova Asset Management
Nikko Asset Management Co., Ltd. (hereafter “Nikko AM”, President and Representative Director Stefanie Drews) today announced that it will be renaming as Amova…
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