Business and Development
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How AI Can Transform Wealth Management Contact Centres
By Tom Cassidy, Wealth Consultant at Simplify Consulting Customer contact centres in the wealth industry face numerous obstacles including low customer satisfaction,…
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Phoenix Insights comments on free childcare expansion, a step forward to support working parents in England
From September, 15 hours free childcare support will be extended to eligible working parents with a nine-month-old in England. Expanding on the…
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Ascot Lloyd appoints Francis Jackson as new Chief Executive Officer
Ascot Lloyd, one of the UK’s fastest growing IFA firms, has today announced the appointment of Francis Jackson as Chief Executive Officer,…
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M&G appoints Kerrigan Procter to accelerate growth in annuity and corporate de-risking solutions
M&G plc, a leading FTSE 100 international savings and investments business, today announces the appointment of Kerrigan Procter as Managing Director of…
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Rosemount Financial Solutions (IFA) partners with Six Mental Health Addiction
Rosemount Financial Solutions (IFA), the independent mortgage, protection & financial planning network, has announced a new partnership with Six Mental Health Addiction…
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Here’s how to talk to your clients about financial vulnerability, advice from a clinical expert
Written by Beth Yolland-Jones, Clinical Expert at duty of care assessment company Comentis Even for trained clinical experts, identifying someone who’s at…
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Evelyn Partners agrees corporate charity partnership with Career Ready
Evelyn Partners, the wealth management and professional services group, is pleased to announce that it has agreed a three-year corporate partnership with…
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Hoxton Capital Management adds experienced financial planner to its UAE team
International financial advisory firm Hoxton Capital Management has added experienced financial adviser Chris Wicks to its Dubai-based team. With 38 years of…
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P1 Investment Services launches the Investment Proposal Generator
P1 Investment Services has launched the Investment Proposal Generator for financial advisers and investment managers using the P1 Platform. The tool is…
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What are the risks with applying for a divorce online? Legal expert highlights why and how many couples end up regretting it
Sadly, many couples will file for divorce online – but without much consideration as to the outcomes. In this analysis, Lisa Payne,…
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