Business & Development
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Pilot to power Evergreen by Calton, the proposition for next generation advisers
Evergreen by Calton has selected Pilot as the core technology platform for Evergreen, a new advice proposition led by Hayley Rabbets and…
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Evelyn Partners announces senior management changes that will come into effect upon completion of the acquisition by NatWest
Evelyn Partners Group Limited today announces that, upon completion of its acquisition by NatWest Group plc, Paul Geddes, Chief Executive Officer, and…
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Back to the future: the cycle of advice models
It’s easy to look at the current pressure on advice firms and assume we’re in entirely new territory. Consumer Duty, rising costs,…
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A view on the ground: what makes an effective BDM?
Andy Matthews APFS, senior business development manager at RBC Brewin Dolphin, reflects on what advisers really value from BDM relationships in an…
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Culture lever: What advice firm owners can actually do this quarter
Jenny Segal, chief investment officer, actuary, workplace culture expert and author of the On Motivation series, examines why so much workplace culture…
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Financial planning firms increase investment in technology to manage growth and regulation
Financial planning firms are increasingly embracing modern technology to support day-to-day workflows and secure their long-term future, according to the latest Financial Planning…
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The lang cat identifies AdviceTech firms to watch
The lang cat has described the “breadth” of tech being developed in the advice market as “tremendous” as it identifies future propositions to watch out for. The lang cat has released the shortlist of five firms that’ll take…
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Owen James unveils flagship ‘Festival of Finance’ with Sir Alistair Cook and Justin King amongst line up
Owen James Events has announced the launch of the Festival of Finance, a new flagship event designed to bring together the UK’s…
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FCA opens the door to simplification in a new cycle for advice
The FCA’s latest consultation on simplified advice is being positioned as a practical step towards closing the long-standing advice gap. But for…
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Standard Life completes £200m buy‑in with Abbey Life Assurance Company Limited Staff Pension Scheme
Standard Life has completed a £200 million bulk purchase annuity (BPA) transaction with the Abbey Life Assurance Company Limited Staff Pension Scheme,…
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