Business & Development
-
ChatGPT celebrates second birthday: how the GenAI chatbot has changed the world
“When asked how it will celebrate its second birthday on Saturday 30 November, ChatGPT said there would be no cake or candles.…
-
Origo’s Unipass Letter of Authority rolling out to all Openwork advisers
Origo’s Unipass Letter of Authority is being made available to all of Openwork’s advisers, enabling them to achieve faster, whole of market…
-
Oakglen Wealth eyes further growth with appointment to support leadership teams
Oakglen Wealth, the independently owned wealth manager with offices in Jersey and London, has appointed Charlie Nicholls as Financial Controller, as it…
-
PFS New Generation Programme announced for 2025
Chartered Insurance Institute (CII) President, Ian Callaghan, has announced his sponsorship of a Personal Finance Society (PFS) New Generation Programme, which is…
-
ZeroKey integrates with Iress’ Xplan
As part of their mission to integrate technology and help eliminate manual data entry, ZeroKey today announced their integration with Iress’ Xplan…
-
Bowmore is the latest win powering Nucleus’ growth
Third Financial, now part of the Nucleus group, has revealed that investment manager Bowmore is the latest in a series of client…
-
Dynamic Planner appoints Rowan Whittington as Growth Director for Tram to drive digital advice transformation
Dynamic Planner has appointed Rowan Whittington as Growth Director for Tram, marking a significant step in its mission to revolutionise digital engagement…
-
The Personal Finance Society (PFS) announces 2025 Roadshows
The Personal Finance Society (PFS) has announced a programme of Roadshows to be held across twenty-four locations throughout the UK in 2025.…
-
atomos appoints Joshua Gennet as Head of Investments
atomos announces the appointment of Joshua Gennet as Head of Investments. Gennet, who has held roles in derivative trading, portfolio management, risk…
-
Scottish Widows Platform integrates ATEB Suitability to simplify adviser reporting
Scottish Widows Platform is now connected with ATEB Suitability, an easy-to-use, intelligent suitability report writing software which simplifies, automates and centralises reports…
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.
