Business and Development
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Boardroom leadership needed to manage AI risks and drive trust
Chief executive officers (CEOs) and chief financial officers (CFOs) need to build trust in artificial intelligence (AI) by taking steps in their…
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St. James’s Place appoints Director of Investment Products
St. James’s Place (SJP) announces the appointment of Kunal Oak as Director of Investment Products. Kunal will be responsible for building and…
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Brooks Macdonald partners with Sporting Wellness to promote financial wellbeing for sportspeople
Brooks Macdonald, a leading wealth manager with £17.9 billion in funds under management, is pleased to announce its partnership with Sporting Wellness,…
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ORIGO: No place for paper in an AI world
2024 must see an end to both paper-based processes and the re-keying of data between systems, says Anthony Rafferty, CEO, ORIGO. Artificial…
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Why technology is the key to the future of your advice business by Dynamic Planner’s Yasmina Siadatan
We’re at a tipping point, where firms which positively embrace technology into their processes will be in the driving seat. Yasmina Siadatan,…
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North West based financial planning company contract win
North West-based financial planning company Foresight Wealth Group marks a key milestone in its ambitious growth plans with the completion of its second acquisition…
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How can firms prepare for the likely reforms to private market valuations?
Written by Romin Dabir, Partner, Reed Smith Private market valuations are the subject of increased regulatory scrutiny. Rising interest rates across the…
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Ecology Building Society launches new Savings Hub for consumers seeking support with simple, sustainable savings
Ecology Building Society has today launched its new Savings Hub to provide consumers with specialist support and information on simple, sustainable savings. Free to…
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Continuum adds retirement specialist Chartered Planner
Retirement planning specialist Chris Haigh has joined national financial advice firm Continuum as a Chartered Financial Planner. Chris Haigh will be based…
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Square Mile Makes Two Senior Hires within its Research & Consulting Team
Square Mile confirms two senior appointments to its 20-strong Research & Consulting Team, with Ittan Ali joining the firm as Research Manager…

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