Business & Development
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Rosemount Financial Solutions (IFA) launches new website to support adviser transformation
Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has launched a new website designed to enhance adviser support. The…
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Foster Denovo expands State Street’s mandate, doubling the number of Sequel funds it manages
Foster Denovo today announced the appointment of State Street Global Advisors, the asset management business of State Street Corporation, to manage two…
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94% of advisers involve clients’ family members in financial plans
New research from investment manager, Quilter Cheviot, with the lang cat reveals that financial planners are increasingly emphasising the importance of involving…
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Janus Henderson to manage insurer Guardian’s $45bn investment grade, public fixed income assets in new strategic partnership
The Guardian Life Insurance Company of America® one of America’s largest life insurers and a leading provider of employee benefits, and Janus…
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Birmingham office launched by Hoxton Wealth, company set to undergo recruitment push in region
Wealth managers Hoxton Wealth, has opened its first office in Birmingham. The city’s team will be led by Bobby Sahota, who brings…
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Oxford Risk launches investor personas to enhance personal financial engagement
Oxford Risk, a leader in behavioural finance solutions, has unveiled its pioneering Investor Personas product, powered by its proprietary Behavioural Engagement Technology…
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FOS sets ambitious targets for case resolution in 2025/26
The Financial Ombudsman Service will address significant demand and improve the efficiency of its case resolution processes, according to plans for the year…
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Foster Denovo calls on advisory sector to embrace AI as it launches new tech tools
Financial planning and corporate advisory group Foster Denovo is calling on the financial advice sector to innovate further and embrace the opportunities…
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EV enhances EVPro functionality to help advisers meet FCA sustainable income expectations
Financial services technology provider EV has enhanced the functionality within its EVPro end-to-end financial planning solution to help advisers meet the FCA’s…
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FOS sets ambitious targets for case resolution in 2025/26
The Financial Ombudsman Service will address significant demand and improve the efficiency of its case resolution processes, according to plans for the year…
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