Business and Development
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FIBA press release: FIBA announces partnership with Grant Thornton
The Financial Intermediary & Broker Association (FIBA), part of SimplyBiz, has announced it has partnered with Grant Thornton’s Financial Services Deals Team.…
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CII and SJP host first virtual reality training session
As part of the Chartered Insurance Institute (CII) and Personal Finance Society (PFS) Consumer Duty initiatives, the first vulnerability virtual reality (VR)…
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Social media hampering wealth managers’ advice, says new study
New global research from Ortec Finance, the leading global provider of risk and return management solutions for professional investors, shows that wealth…
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True Potential LLP ‘Consumer Duty: One year on’ Survey Winners Revealed
Recently, IFA Magazine conducted a survey on behalf of True Potential Wealth Management. The survey titled ‘Consumer Duty: One year on’ focused…
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AI is here to stay, so embrace it for compliance systems
By Shaun Hurst, Principal Regulatory Adviser at Smarsh As financial services continues to face an ever changing and increasingly complex regulatory environment,…
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Dynamic Planner now risk rating Omba’s Managed Portfolio Service
Dynamic Planner, the UK’s leading risk based financial planning system, has added Omba’s Managed Portfolio Service (MPS) to its growing range of over…
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abrdn and University of Edinburgh join forces to develop AI investment tool
Work gets underway at the Centre for Investing Innovation to deliver AI tool that can be integrated into the firm’s investment decision-making…
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Tech advances undermined if operational fundamentals aren’t in place
Operational fundamentals have to be in place if the industry is to take advantage of the benefits of the advanced technology available…
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Winners of the Ascot Lloyd ‘considerations when selling an IFA business’ survey revealed
IFA Magazine recently conducted a brief survey on behalf of Ascot Lloyd, the survey titled ‘considerations when selling an IFA business’ and…
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Nucleus completes acquisition of Third Financial
· Expands proposition for advisers and wealth managers. · Significantly bolsters its existing ‘adviser-as-a-platform’ capabilities. · Accelerates growth to become the UK’s largest platform group.…
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