Business & Development
-
M&G and Allianz vet Neil Brown joins Portfolio Thinking
Portfolio Thinking is delighted to announce the appointment of Neil Brown as Founder and Director. A highly respected sales leader with 28…
-
The Wealthy Advisers Club hosts latest conference for 400+ advisers with speakers including former Dragons’ Den investor Sarah Willingham
The Wealthy Advisers Club held its latest flagship conference last week at the Kensington Town Hall, bringing together over 400 financial advisers…
-
FCA findings highlight improvement on adviser age but gaps in progression remain
With the FCA recently publishing its financial adviser market survey findings, the data suggests the profession is beginning to show early signs…
-
PlannerPal introduces video-powered meeting notes for financial advisers
PlannerPal, an AI-powered workflow for financial advisers and wealth managers, has today added a new video analysis capability to its Meeting Notes…
-
Advisers expect platform consolidation to accelerate as competition dynamics evolve
Rising levels of platform consolidation are prompting closer scrutiny of competition, market structure and long-term client outcomes among financial advisers, according to…
-
Vanguard receives FCA permission to offer targeted support, will launch a new service aimed at first time investors
Vanguard is delighted to announce it has received permission from the Financial Conduct Authority (FCA) to offer Targeted Support. Using the permissions,…
-
New tax year opens the door for stronger client engagement | Rosemount Financial Solutions
The start of a new tax year is more than just a reset of allowances and thresholds; it presents a valuable opportunity…
-
Royal London launches targeted support service
Royal London, the UK’s largest mutual life, pensions and investment provider, announces the launch of its Targeted Support ISA service. This new digital…
-
L&G appoints Nigel Drury as Chief Risk Officer for Asset Management, subject to regulatory approval
L&G has today announced the appointment of Nigel Drury, subject to regulatory approval, as the new Asset Management Chief Risk Officer (“CRO”).…
-
Advisers treat platform and MPS as one system, not two decisions, research finds – Morningstar Wealth and the lang cat
Morningstar Wealth, in collaboration with the lang cat, has published new research exploring how effectively platforms and MPS work together, and why…
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.
