Business and Development
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Alliance Trust combines with Witan to form Alliance Witan in UK’s largest ever investment trust merger
The boards of Alliance Trust PLC and Witan Investment Trust plc have announced today that the companies have entered into heads of…
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Navigating FCA’s thematic review of retirement income advice: practical tips for advisers from BNY Investments’ Richard Parkin
In this valuable analysis, Richard Parkin, Head of Retirement for BNY Investments, explains below how and why it is so important for…
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CII advise against a ‘one-size-fits-all’ approach to EDI
In a recent webinar on ‘Crafting EDI strategies in an evolving regulatory landscape’, formed in collaboration with the Association of British Insurers…
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Time4Advice strengthens partnership with FinCalc
Time4Advice, the creators of CURO: the next generation wealth management solution built on Microsoft Dynamics 365, has bolstered its strategic collaboration with…
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The Openwork Partnership – New Charity Partner
The Openwork Partnership, one the UK’s largest financial services networks, has announced Young Enterprise as one of its new national charity partners…
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Women value a personal wealth service more than men – JM Finn
Understanding what drives satisfaction for different clients is essential as wealth firms look to manage the vast transfer of wealth to the…
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Sparrow Solutions Report Writing Workshop: Release your inner storyteller
Whilst there are loads of technical exams and CPD for paraplanners, there’s actually very little practical training available. Sparrow Solutions, founded by…
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59% of Financial Services Employees Have Their Working Time Strictly Monitored
Report suggests leaders need to give ALL employees some autonomy and flexibility over how they accomplish their work A controlling and inflexible…
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M&G Wealth research finds over a quarter of advisers don’t segment their client base: launch of best practice guide
New research from M&G Wealth shows that one in four financial advice professionals say they aren’t segmenting their client base which might…
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Brooks Macdonald announces appointment of Group Chief Executive Officer
Brooks Macdonald Group plc has announced today that Andrew Shepherd has notified the Board of his decision to retire after twenty two…
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