Business & Development
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P1 Investment Services Launches ‘Game Changing’ All-in-One Client-Adviser Portal
P1 Investment Services, operator of the P1 Platform, has launched the P1 Wealth Pilot – an all-in-one “game changing” client onboarding and servicing…
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NICE Survey Highlights Urgent Need for AI in Customer Service as Up to 35 Million Brits Remain Unknowingly Vulnerable
While awareness of vulnerability grows, a hidden crisis persists in the UK, with most consumers still unaware of their vulnerable status. The…
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Standard Life CEO Andy Curran to retire in 2025
Andy Curran, CEO of Standard Life, part of Phoenix Group, has decided to retire in the summer of 2025 after a transformative…
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3 Things only State Street can tell you – Financials and the Consumer: Investors are reacting
By Daniel Gerard, Senior Multi – Asset Strategist, State Street Global Markets Financials preferences changing through earnings season As we make our…
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WHEB Asset Management acquired by Foresight Group
Impact investor, WHEB Asset Management LLP (“WHEB”) is pleased to announce the acquisition of the business by Foresight Group Holdings Limited (“Foresight”). Foresight…
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Dynamic Planner enriches ATR with launch of Financial Personality Insights
Dynamic Planner, the UK’s leading digital advice platform, has enhanced its market leading Attitude to Risk (ATR) questionnaire with the launch of…
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Preventing and understanding data theft in your organisation
Your data is more than just numbers and files – it’s the lifeblood of your organisation. Imagine a single moment of vulnerability…
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Schroders set to adopt all four SDR labels spanning 16 funds
Schroders, the global active investment manager, today announces it is set to adopt all four of the Financial Conduct Authority’s (FCA) Sustainability…
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Evelyn Partners announces the sale of its Fund Solutions business to Thesis
Evelyn Partners Group Limited (“the Group”) announces that it has entered into an agreement to sell its Fund Solutions business, operated by…
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Scottish schoolgirls make final cut in prestigious investment competition
Eight teams of Scotland’s brightest young female students have secured their place in the finals of a nationwide competition aimed at encouraging…
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