Business & Development
-
Finli continues expansion with five further acquisitions
The Finli Group, the national adviser with over £5bn in assets under advice, has completed five additional acquisitions this year as part…
-
Metro Bank launches first AI scam detection tool – results in just minutes
Metro Bank has today become the first UK bank to partner with award winning AI scam detector, Ask Silver – allowing customers to spot scams more…
-
Quilter acquires MediFintech to expand NHS pension expertise and adviser support
Quilter plc, the FTSE 250 wealth manager, has enhanced its ability to support healthcare workers with the acquisition of MediFintech, a specialist…
-
Chartering new paths – expanding the career potential of paraplanners
When we talk about careers in financial planning, paraplanners don’t always get the spotlight. For all the value they bring, paraplanners have…
-
STEP release: global ‘attitudes to Wealth’ report published on attitudes to wealth and tax
STEP, the professional body for trust and estate practitioners, has today launched a major report Attitudes to Wealth – the first STEP survey of its kind…
-
AI show down: Is ChatGPT or Copilot the better adviser’s assistant?
AI is rapidly transforming financial services, with tools like ChatGPT and Copilot promising to streamline processes, improve insights, and enhance efficiency. But…
-
April policy shake-up: Lawyer warns businesses of costly new fines and rules under new legislation
In the following insights, Daniel McAfee, Head of Legal Operations at Lawhive and a UK lawyer, explores the significant legal implications of…
-
UK IFA M&A booms as Private Equity keeps the deals rolling into 2025
New review finds private equity-driven M&A activity in the IFA sector surged in the UK in 2024, despite economic and regulatory headwinds,…
-
Iress and Standard Life join forces to launch online annuity applications through The Exchange
Today Iress, in collaboration with Standard Life, part of Phoenix Group, announced the launch of online annuity applications through The Exchange. The…
-
RedArc sees demand for neurodiversity support nearly double in two years
Ahead of World Autism Awareness Day (2 April 2025), RedArc has revealed that it has seen a huge rise in the demand…
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.
