Business & Development
-
Why financial advice is failing under-represented groups – and how we can fix it | Guest insight from Truly Independent’s Cara Robinson
Too many people still regard financial advice as a luxury, not a necessity — and the result is a profession that’s underserving…
-
Saturn refreshes brand as client numbers double in three months
Saturn refreshes brand as client numbers double in three months Saturn is now the AI and data partner to more than 350…
-
AI in Advice – two thirds of financial planning firms say tech will shape the future
Financial planning firms across the UK are significantly ramping up investment in technology, with AI seen as a transformative force that could…
-
CII says institutions must be held accountable for AI outcome
In recommendations submitted to the Treasury Select Committee (TSC), the Chartered Insurance Institute (CII) says institutions and individuals must be held accountable…
-
50% of advisers seeing higher client demand as wealth tax uncertainty bites
Uncertainty, confusion and fear stemming from Rachel Reeves’s first Budget in October 2024 are contributing to higher demand for advice from both…
-
CISI announces Hylko Zingstra ACSI as new South East branch president
The Chartered Institute for Securities & Investment is delighted to announce Hylko Zingstra ACSI as the new South East branch president. He takes…
-
Shackleton launch a new division
Chartered Financial Advisers, Shackleton, has announced the launch of a Personal Injury and Court of Protection Division. This important development has been…
-
A whopping 70% of leaders feel guilty when taking time off from their businesses, according to latest Uswitch survey
Small business owners are facing an ongoing challenge: the inability to fully disconnect from work. According to research by Uswitch.com, a staggering…
-
TPR turns to AI in effort to detect scammers but government can do more to help
Tom Selby, director of public policy at AJ Bell, comments on The Pensions Regulator (TPR) and Pension Scams Action Group (PSAG) adopting…
-
Brooks Macdonald Group Q3 FUMA Update
Brooks Macdonald Group plc (“Brooks Macdonald” or the “Group”) today announces flows and funds under management and advice (“FUMA”) for the three…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
