Business and Development
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intelliflo recognised as one of the world’s most innovative companies by Fintech Global’s WealthTech100
intelliflo has been included on the WealthTech100 list by Fintech Global, an annual ranking of the world’s most innovative WealthTech companies. intelliflo has been recognised…
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LGIM joins SimplyBiz’s Risk Controlled solutions range
SimplyBiz has announced that Legal & General Investment Management’s (LGIM) Model Portfolio Service is the latest addition to its Risk Controlled investment…
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Brexit Revisited: The Outlook for Financial Services Four Years Later
In this analysis, commercial finance operators, Anglo Scottish Finance, have taken a look at which of the early Brexit predictions have proven…
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More than £54million recovered from failed financial providers in 2023/24, latest data from FSCS shows
In the year ending March 2024, the Financial Services Compensation Scheme (FSCS) has recovered over £54million from the estates of failed financial services…
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Nahla Khaddage Bou-Diab: To retain top female talent, Goldman Sachs needs a cultural turnaround
Written by Dr. Nahla Khaddage Bou-Diab, award-winning culture & leadership expert and CEO of AM Bank, one of the largest banks in the Lebanese market. Top…
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CISI Chartered Firm status approved for Julius Baer
Charity and financial services professional body the Chartered Institute for Securities & Investment (CISI) is delighted to confirm that wealth manager Julius Baer…
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Using technology to help clients save towards their retirement
By James Tucker, CEO of Twenty7tec It is generally accepted that the earlier people start saving for their retirement, the better. Yet…
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Square Mile Academy of Funds: Ratings Round-Up for March 2024
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 58 interviews with investment professionals from 31 asset management groups during…
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Embracing AI to Stay Ahead of the Curve and Boost Customer Engagement
Written By Fraser Stewart, co-founder of Lyfeguard Artificial Intelligence (AI) essentially involves the application of computer technology to carry out tasks which…
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Plan 100 becomes 60th CISI Accredited Financial Planning Firm
Plan 100 becomes 60th CISI Accredited Financial Planning FirmTM East Sussex based Plan 100 has achieved the prestigious CISI Accredited Financial Planning…
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