Business & Development
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Financial ombudsman service to start charging professional representatives to refer cases
The Financial Ombudsman Service has today announced that it will make its funding arrangement fairer by proceeding with a proposal to charge…
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Isio completes acquisition of risk settlement specialist K3 Advisory
Isio Group Limited (“Isio”) today announces the completion of its acquisition of K3 Advisory Limited (“K3”), the insurance and risk settlement specialist,…
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Five new hires for LAVA, M&A advisory growing at pace
LAVA Advisory Partners, a London-based M&A advisory, has announced five new hires – three Associate Directors, an Analyst and its first Operations…
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Growthinvest story – giving wider access to portfolio data to IFAS
Advisers and wealth managers will have landmark accessibility to portfolio data on private markets and alternative investments GrowthInvest, the alternative investment platform,…
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State of the advice nation | The lang cat’s 7th annual report reveals advisers in positive mood
Advice firm owners bullish as majority (80%) report increased turnover, though energy levels are lagging The lang cat’s seventh annual State of the…
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St. James’s Place partners with Dynamic Planner to provide client risk profiling at scale
St. James’s Place (SJP) has reported today that it has entered into a long-term partnership with Dynamic Planner, the UK’s leading digital…
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Capco – DeepSeek opens the way for financial services firms to pursue new AI approaches
Written by Chris Probert, Partner and Global Head of Data & Generative AI The arrival of DeepSeek’s R1 open-source model has rocked the AI…
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St. James’s Place announces its 7th annual chartered award winners
St. James’s Place (SJP) has announced its seventh Annual Chartered Award winners, recognising individuals and firms within the SJP Partnership that have…
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One size doesn’t fit All: AI is key to helping unlock a £50 billion financial advice opportunity
With the largest generational transfer of wealth expected to take place in the UK by 2050, financial advice firms have the opportunity…
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Financial Services hiring showing green shoots of recovery
Hiring across Financial Services is showing signs of growth for the first half of 2025, pointing to potential green shoots of recovery…
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