Business and Development
-
Fair fees and falling adviser numbers among most discussed topics on cherry forum
The fees brokers pay to the Financial Conduct Authority (FCA) and predictions of falling numbers of advisers in the years ahead were…
-
Equity Release Council launches legal guide and champions lawyers’ safeguarding role with vulnerability insights report
The Equity Release Council has launched a Legal Guide to Equity Release as well as a new report, Vulnerability Vigilance, exploring the most common customer vulnerabilities…
-
A best-practice guide for client vulnerability
Identifying and supporting vulnerable clients is easier said than done. Identification can often be a reactive process; highly subjective and inconsistently deployed,…
-
BAT Software launches AI File Checker to revolutionise file checking in financial services
BAT Software has announced the release of its ground-breaking Artificial Intelligence (AI) file-checking tool, which is set to automate and enhance the…
-
Morning Markets – Public sector finances put Tories and Labour in a bind as election looms
Lindsay James, investment strategist at Quilter Investors comments on the latest financial market news, including UK public sector finances: “After the IMF pointed…
-
Building societies rank highest for customer satisfaction but are failing to convert customers
Building Societies are failing to convert high customer satisfaction rates into expanding their customer base, and risk losing market share within the…
-
Nucleus receives regulatory approval for the acquisition of Third Financial
Nucleus Financial Platforms (Nucleus), one of the UK’s largest adviser platform groups with £89 billion of assets under administration (AUA) from 235,000…
-
Research reveals one in four divorced people admit to hiding wealth and assets from their partner – Investec Wealth & Investment study
A survey of people who divorced in the past 10 years reveals one in four admit to not telling their ex-partner about…
-
Parmenion to introduce tiered adviser charging on platform in response to user demand
Adviser platform Parmenion today announces plans to introduce tiered adviser charging on its platform to support evolving business models in advice businesses.…
-
Evelyn Partners appoints experienced wealth management professional to support continued growth of Jersey office
Evelyn Partners, the wealth management and professional services group, has announced the appointment of Craig McGuire as an Investment Director in its…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.