Business and Development
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abrdn Adviser announce new CFO hire as it continues to attract top talent
abrdn Adviser has announced the appointment of Louise Williams to the role of Chief Financial Officer (CFO), as it continues to attract…
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Using Behavioural Finance to Build Stronger Client Relationships
Written by Fraser Stewart, Co-founder of Lyfeguard For financial advisers in the UK, building and maintaining strong client relationships is crucial. While…
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Top female talent open up conversations about 1 in 6 financial advisers being a woman
Wealth and Women, a new podcast mini-series by the PFS, launches this September. Only 16% of financial advisers in the UK are…
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Philippa Hann to take over as CEO from Barry Horner at employee-owned financial planners, Paradigm Norton
Paradigm Norton, a leading employee-owned financial planning firm, has announced today that it has appointed Philippa Hann as its new Chief Executive…
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UK financial services leaders demand AI for real-time insights
AI is set to transform financial services organisations, but many are behind the curve. Operations leaders are now recognising the shortfalls of not…
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Quilter announces acquisition of NuWealth to enhance digital capabilities
Quilter, the FTSE-250 wealth manager, has announced that it has agreed to acquire NuWealth, a fintech business. This supports Quilter’s objective to…
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IA Engine opens applications for eighth FinTech accelerator cohort and expands global partnerships
The Investment Association (IA) today opens applications for the eighth cohort of its annual Engine Innovator Programme, a FinTech accelerator for the…
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Wealthtime report reveals generational divide between seasoned advisers and newcomers
A research report published by Wealthtime explores the topic of succession planning for advice firm owners and whether the current adviser business…
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Foster Denovo lays foundation for Scotland hub with acquisition of Rosemount Asset Management
Foster Denovo has acquired Glasgow-based financial advisers Rosemount Asset Management, marking a double milestone for the national firm as its fourth acquisition…
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Aviva Working Lives Report 2024 reveals 1 in 5 workers experience financial avoidance
The Aviva Working Lives Report 2024: Working for the Future (1) published today, is the third consecutive annual in-depth investigation into employer…
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