Business and Development
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Is Hyper-Personalisation in Client Segregation Inevitable?
Written by James Wood, Consultant at Simplify Consulting As digital evolution continues at pace from the way we shop to the way…
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Iress adds AI advice assistant PlannerPal to the list of Xplan integrations
Iress today announces a new integration with AI-driven PlannerPal, adding to the list of Xplan integrations available for financial advice clients. The…
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Only 6% of IFAs currently use AI – despite half believing it presents an opportunity for their business
Only 6% of IFAs are currently using any Artificial Intelligence (AI) tools in their services to clients, new research from global research…
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FE fundinfo Reveals Top Performing Funds and Sectors for H1 2024
The new data from FE Analytics highlights strong performance for funds invested in tech, Indian equities, as well as the UK –…
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Nucleus appoints Platform Directors
Nucleus Financial Platforms (Nucleus), one of the UK’s leading, independent, adviser platform groups, has announced Laura Papp and Helen Wallace-Smith have joined…
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L&G bolsters global asset management client distribution team with senior hire
Ashley Fagan joins as the new head of distribution for Global Financial Institutions Legal & General has announced a new senior appointment…
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Saltus appoints Head of Relationship Management to Partnership Programme
Wealth management firm Saltus has appointed Nick Heath as Head of Relationship Management for the Saltus Partnership Programme. As a seasoned business development professional, with…
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Assets grow 23% for Continuum
Assets under influence grew 23% (year-on-year) to £2.23bn for national financial advice firm Continuum in the second quarter of the year. An…
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PIMFA announces shortlist for 2024 Diversity & Inclusion Awards
PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, is delighted to announce the shortlist…
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Sparrows Capital hires Arnie Millington to oversee tailored MPS
Evidence-based investing pioneer Sparrows Capital announces the appointment of Arnie Millington to oversee its tailored MPS proposition for wealth managers – Sparrows Capital MPS. Arnie joins…
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