Business and Development
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Could now be the time for UK smaller companies – Charles Stanley
By Rob Morgan, Chief Investment Analyst at Charles Stanley The UK smaller companies sector is showing tentative signs of recovery as investors…
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Tink research: Brits could be £24.5 billion per year better off by using digital financial management tools
Consumers across the UK who are using digital financial management tools report being on average £37.08 better off per month, or £445 better…
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More than half of women feel financially independent – but one in ten do not have the financial security to make their own life decisions – Fidelity International
Fidelity International’s annual Women and Money study reveals that more women feel financially independent than at any point in the past three years. Fidelity’s research…
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Evelyn Partners bolsters IFA team with two business development appointments
Evelyn Partners, the wealth management and professional services group, is pleased to announce that it has appointed two new business development managers to…
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VouchedFor announces Elevation survey integration with PlannrCRM to help advisers get more value from client feedback
VouchedFor, the leading review site for financial and mortgage advisers, has partnered with Plannr to integrate their enhanced client survey tool, Elevation,…
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Government targets consolidation and UK investments push in flagship Pensions Review
Consolidation of workplace and local government pension schemes will be at the heart of the Treasury’s flagship Pensions Review. Policymakers will also…
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Helping clients get value for money from their pension saving
By Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) As all advisers will know, making the decision to save into a pension…
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The changing role of the office manager: guest insight from Tsvetelina Hinova as she offers top tips for success
Moneypenny: “I can’t talk now 007, I’m on a Zoom call!” In today’s world James Bond’s colleague wouldn’t have time to chat…
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EVPro integrates with financial adviser CRM Plannr
Financial services technology provider EV has integrated its end-to-end financial planning solution EVPro with Plannr, the customer relationship management (CRM) tool for…
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Quilter Investors hires new manager research analyst
Quilter Investors, the multi-asset investment provider of Quilter, has expanded its manager research team with the addition of Alex Daniels as a…
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