Business & Development
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Cybersecurity: Best Practices for Financial Advisers
By Brad Powar, Head of Technology, ValidPath In today’s digital age, ensuring safe communication with clients is paramount for financial advisers. Often…
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Transfer values fell to a 12 month-low during November before recovering slightly
XPS Group’s Transfer Value Index reached a 12-month low, dropping to £151,000 during November 2024 before then recovering to its previous month-end position…
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Quilter adds three more firms to its network
Quilter Financial Planning, the financial advice network of FTSE 250-listed Quilter plc, is pleased to announce that it has welcomed three new…
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Darlington Building Society finds nearly half of Brits have no savings
A staggering 40% of Brits have no savings in the bank, and only 13% have at least one month’s salary saved, according…
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Fidelity International reveals 2024 personal investing trends: global growth, technology and income strategies lead the way
As 2024 draws to a close, Fidelity International, reflects on a year of shifting market conditions and evolving investor sentiment. Following the challenges of…
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The Openwork Partnership boosts strategic growth plans with new CFO appointment
The Openwork Partnership (Openwork) has announced the appointment of Jennifer Mathias as its new Chief Financial Officer for the group. Mathias joins…
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A year in review; Comentis’ Richard Farr looks at financial vulnerability in 2024 and takes a look ahead to 2025
As 2024 draws to a close, sharing his latest thinking with us, Richard Farr, Non-Executive Director at duty of care assessment company…
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Guest insight | Will wealth management M&A activity increase in 2025? Simplify Consulting’s Carl Woodward tells us why he’s optimistic about further growth
Sharing his analysis on what we might expect to see in 2025, Carl Woodward, Director at Simplify Consulting, tells us why he…
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Pension Lab launches letter of authority performance index (LPI) to help raise industry standards
Pension Lab has today launched the first-ever Letter of Authority Performance Index (LPI) – a pivotal tool to help providers, platforms and…
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Celebrate your successes, urges Origo CEO, as he offers practical year-end tips for advice businesses
With 2025 just around the corner, Origo CEO Anthony Rafferty is urging financial services companies and teams to celebrate their wins from…
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