Business and Development
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Finova & MSO complete transaction with Bain Capital Tech Opportunities, uniting under common ownership
Finova and MSO, two of the UK’s leading providers of mortgage and savings software, have completed their transaction with Bain Capital Tech…
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Rosemount Financial Solutions (IFA) welcomes new advisers in growth push
Rosemount Financial Solutions (IFA), the independent mortgage, protection & financial planning network, has welcomed a host of new advisers during a successful…
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Fintel IQ announces appointment of Paul Chedzey as Chief Sales Officer
Fintel IQ has appointed Paul Chedzey to the newly created role of Chief Sales Officer. Chedzey, who has previously held senior sales…
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Copia introduces new ‘on platform’ solution as an alternative to cash savings and bank deposits
Copia Capital Management has launched its new Select: Money Markets Portfolio, offering advisers an attractive, cash-equivalent alternative to traditional cash savings and…
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84% of retired qualifying annuity holders do not have an enhanced annuity
Research from Legal & General Retail has revealed that 84% of retired annuity holders who would likely qualify for an enhanced annuity do…
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Survey identifies worsening cashflow for accountants and financial advisers
Some 36% of accountants and financial advisers have seen their cashflow worsen over the past 12 months, compared to 29% who say…
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Finfluencers vs Professionals: why the future of financial advice needs to evolve
By Ian Partington, CEO of Third Financial The landscape of financial advice is on the cusp of a notable transformation. Approximately 6,200…
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Navigating market uncertainty: Financial advisers on elections and planning
Written by Chris Metcalfe, IBOSS Chief Investment Officer, part of Kingswood Group Understanding market reactions to elections Elections invariably stir up a…
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Science-based strategies to effectively manage stress
Written by Reeva Misra, CEO and founder of Walking On Earth Wellbeing is a subject that’s rightly been moved up the agenda…
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Nearly two-thirds of older generation use online platforms to demystify later life finances
Almost two thirds of (62%) UK homeowners aged 55 and over would look to price comparison websites (PCWs) to compare different financial…

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