Business & Development
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Evelyn Partners becomes founding partner of Edinburgh Futures Institute’s new financial services hub
Evelyn Partners, the UK wealth management firm entrusted with over £62 billion of assets by its clients, has become the Founding Partner…
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The Paraplanner’s path to Chartered status: What’s required and is this qualification really worth all that effort?
With the New Year well underway, many paraplanners in the UK might find themselves working to achieve new professional resolutions. For those…
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Motherly instincts – women consider children first when thinking about wealth planning, while men prioritise their spouse
Women put their children first when thinking about wealth planning, in contrast to men who are more likely to prioritise their spouse,…
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Great guests, great insights: reminding you of the latest IFA Talk weekly podcasts for advisers – and what’s coming down the line
IFA Magazine’s weekly podcast, IFA Talk, continues to be an essential resource for financial advisers. Featuring thought-provoking content and expert guests, our…
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What do the top wealth management trends of 2025 mean for financial firms? Gareth Wilson, Global Banking Industry Leader at Capgemini tells all…
It’s no secret that the financial services landscape is continuing to evolve quite rapidly. With increased regulation, technological advancements, and shifting client…
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Damian Davies from The Timebank tells us about the five biggest GDPR risks when using AI tools and how to manage them
Artificial intelligence (AI) presents transformative opportunities for businesses, but it also introduces significant risks, particularly concerning GDPR compliance. In this second article…
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7IM expands its platform team to accelerate platform growth – Daniel Willsher and Lloyd Swinton
7IM has appointed Daniel Willsher as Head of Network Relationships and Lloyd Swinton as Senior Platform Relationship Manager as it accelerates its…
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Merge to Survive: IFA Firm Acquisitions and Mergers Show Steady Growth in 2024
New data reveals a notable increase in acquisitions among Independent Financial Adviser (IFA) firms, with 9% of firms having acquired other businesses…
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Transact continues to drive adviser efficiencies as partner CURO connects to its Remuneration API
The CURO connection to Transact’s Remuneration API is a significant step in the development of the CURO offering and for Transact in…
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The lang cat unveils new functionality on its Analyser reg tech – supporting advisers with evidencing platform switching
Financial consultancy the lang cat unveils market leading functionality on its Analyser reg tech software today. This will support advisers with the…
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