Business and Development
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UKSIF research finds more favourable policies could see up to £100bn AUM shifting towards sustainable finance in the UK
UKSIF research finds more favourable policies could see up to £100bn AUM shifting towards sustainable finance in the UK The UK Sustainable…
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Fintel launches industry first connected tech and workflow platform; Fintel IQ
Fintel IQ has broken new ground in the provision of technology and workflow solutions for the intermediary advice market. The Fintel IQ…
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Compliance and Training Solutions (CATS) Unveils Groundbreaking Conference Exclusively for Paraplanners
On 26th June 2024 Compliance and Training Solutions (CATS), an established compliance services provider for nearly 20 years, supporting Financial Planners and Paraplanners, proudly announces…
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Entries open for the PFS Personal Finance Awards 2024/25
The Personal Finance Society (PFS) Personal Finance Awards 2024/25 are now open for entry. Recognising excellence across the personal finance profession, the…
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What I’m seeing in the market right now: tech insights from Origo’s Anthony Rafferty
In this blog, Origo’s Anthony Rafferty talks digital and why the penny has dropped with providers around ease of doing business with…
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Are you prepared for PIF changes? The clock is ticking…
By Gavin Sharpe, associate director, financial services, RSM UK In late 2023, the FCA announced it was changing the way Personal Investment…
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National Advice Firm Completes First Acquisition of 2024
Milecross Financial, has acquired Dundee-based Osprey Financial Services in a deal which adds £30 million of assets and around 600 clients to…
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ICO: Organisations must do more to combat the growing threat of cyber attacks
The Information Commissioner’s Office (ICO) is calling for all organisations to boost their cyber security and protect the personal information they hold,…
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HSBC UK reveals Gen Z are best savers and launches new savings feature
Nearly nine in ten (87%) 16–24-year-olds have a savings account – more than any other age group, according to new data from…
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CFA Institute report: Using unstructured data and AI in investing
Newly published research from the CFA Institute Research and Policy Center explores how generative AI tools are creating new opportunities for investing…
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