Business & Development
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Fidelius takes stake in established IFA, Vobis Ltd
Fidelius, the fast-growing Bath-based IFA firm, has announced its investment into Vobis Ltd, a financial planning business specialising in high-net-worth clients. Fidelius…
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May’s NS&I Premium Bonds millionaires come from Derbyshire and Suffolk
This month’s NS&I £1 million Premium Bonds jackpot winners come from Derbyshire and Suffolk. The first Bond number drawn was 462DR240519 and…
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I’m a clinical expert: Here are eight ways to help your client if you suspect cognitive decline
Written by Beth Yolland-Jones, Clinical Lead at duty of care assessment company Comentis There are three recognised states of cognitive decline; normal…
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Capco – FCA’s new AI testing service incredibly positive but careful design is key for success
Charlotte Byrne, Head of Generative AI at financial services consultancy Capco, comments on the FCA’s latest AI announcement and its implications for the…
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Twice as many paraplanners see their future in paraplanning rather than in advice – the lang cat research finds
Findings published today by the lang cat from its annual State of the Advice Nation (SOTAN) report reveal that paraplanners increasingly view the profession…
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Technology opens the door to more flexible, hybrid advice models, according to ValidPath survey
Technology is playing an increasingly powerful role in enabling Independent Financial Advisers (IFAs) to deliver more flexible, efficient, and personalised advice, according…
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Origo Dashboard Connector completes connection to pensions
Origo Dashboard Connector (ODC) has fully connected to the government’s pensions dashboards ecosystem ahead of the 30 April guidance date. Having successfully passed…
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Advisers fully leveraging technology outperform peers in record numbers, intelliflo’s eAdviser Index reveals
Financial advice firms fully embracing technology generated per adviser 119% more recurring revenue, 105% more revenue, 86% more assets under advice, and…
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LoA Data Checklist gains industry momentum as advisers are invited to shape next phase
The new LoA Data Checklist Standard, designed to streamline and standardise Letters of Authority (LoA) data, is gaining significant traction, with over…
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MorganAsh adds support tracking to MARS to strengthen customer vulnerability management for firms
MorganAsh, the support services provider to the financial services and utilities sectors, has announced new functionality and key upgrades to its award-winning…
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