Business & Development
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Leaders in the financial services industry are not effective allies to the LGBTQ+ community, says 40% of Gen Z LGBTQ+ professionals
Four in 10 (40%) Gen Z LGBTQ+ professionals believe leaders in the financial services industry are ineffective at being allies to the…
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FIBA adds Market Harborough Building Society to lender panel
The Financial Intermediary & Broker Association (FIBA), part of Simplybiz, has announced the addition of Market Harborough Building Society (MHBS) to its lender…
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Quilter Cheviot launches investment proposal tool to streamline advisers’ processes
Quilter Cheviot has today announced the launch of an investment proposal tool to better support advisers with the promotion and implementation of…
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Rosemount Financial Solutions (IFA) puts focus on technology with new hires
Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has bolstered its ranks with a series of new hires aimed…
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Avaloq and Quadient Partner to Elevate Client Communications for Financial Services
Avaloq, a leading provider of software and services for banks and wealth managers, integrates Quadient Inspire as the standard CCM solution for…
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James Peel to join Gravis as Senior Research Analyst
Gravis, the asset manager expert in infrastructure, real estate and private credit, is pleased to announce the appointment of James Peel in…
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The Timebank: The two areas AI has evolved into, and what that means for your business
In this three-part series, Damian Davies, Head of Engagement at The Timebank, will explore the rapidly evolving world of AI. He’ll begin…
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Direct or network? Finding the right fit for you…
Choosing between direct authorisation by the FCA and joining a financial adviser network is a pivotal decision for financial advisers establishing or…
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Brooks Macdonald completes acquisition of Lucas Fettes Financial Planning
Further to the announcement on 17 September 2024, Brooks Macdonald Group today announces that it has completed the acquisition of Lucas Fettes…
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The art, maths, and science of employee appreciation : practical tips for running a successful business
For advice firms reviewing their business strategy for 2025, staff retention and recruitment is always a key driver of success. Sharing some…
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