Business and Development
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Are advice firms researching platforms sufficiently?
Adviser Platforms and the FCA: in the following analysis, Darren Winfield, Insight Consultant at Defaqto sums up the key issues adviser platforms…
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Not out of the woods yet: Advised clients still facing financial challenges, according to new Aegon research
While inflation is now returning to target levels and economic performance slowly improves, findings from Aegon’s latest Adviser attitudes report show how recent financial…
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Hinckley & Rugby for Intermediaries appoint National Account Manager
Hinckley & Rugby for Intermediaries has appointed David Jackson as National Account Manager. David started his role on 5th August and joins from…
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Mabel Insights announces its free Cashflow Planning service for advisers
Mabel Insights, the MPS and multi asset fund comparison site free for advisers, today announces the launch of its Cashflow Planning service,…
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Schroders and Benchmark ramp up adviser support with new guides addressing challenges of female financial planning & wealth transfers
Schroders and Benchmark today announced the publication of two flagship industry guides aimed at helping advisers navigate the key industry themes of…
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Maiyuresh Rajah appointed Director of Investments for Wealth and Advice at Aviva
Aviva has appointed Maiyuresh Rajah as Director of Investments for Wealth and Advice within its UK Insurance, Wealth & Retirement (IWR) business,…
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Transact launches new Family View tool to support intergenerational planning
Transact has recently launched a new tool to allow advisers to more effectively support families with their intergenerational planning needs. Over the…
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Nationwide branches to offer dementia nurse clinics
Nationwide will use its national network of branches to offer specialist dementia clinics to help tackle the country’s leading cause of death.…
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Future-proofing your tech for clients across generations
Written by Yasmina Siadatan, Chief Revenue Officer at Dynamic Planner Something you’ll be well aware of if you deal with clients on…
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Quilter adds four firms to its advice network
Quilter Financial Planning, the financial advice network of Quilter plc, is pleased to announce that it has welcomed four new appointed representative…
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