Business and Development
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Why ARs should have their network CEO’s mobile number
By Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) One of the crucial elements in winning the trust of ARs is being…
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MorganAsh publishes vulnerability checklist to help firms meet Consumer Duty requirements
MorganAsh, a support services provider to financial services and the utilities sector, has published a 10-point checklist to help firms in meeting…
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6.5 million put off managing money until they start a family
The way we build families in the UK is changing. Millions of people are delaying key life events like getting married, having…
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FCA approach to cash flow mirrors our own, says Dynamic Planner
Dynamic Planner, the UK’s leading risk based financial planning system, has welcomed the work undertaken by the FCA: Undertaking cash flow modelling…
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In Partnership acquire The Adviser Support Hub (TASH) and The Admin Pod (TAP), leading providers of paraplanning and administration support for financial advisers
Written by Aaron Reed of In Partnership · Strategic acquisition support In Partnership’s growth plans. · In Partnership network advisers to get access…
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Fintel announces acquisition of fintech provider ifaDASH
Fintel, the leading provider of fintech and support services to the UK retail financial services sector, has announced the acquisition of ifaDASH,…
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St. James’s Place partners with Sky Arts for its first TV sponsorship
St. James’s Place (SJP), the UK’s largest financial advice company, today announced its first-ever TV sponsorship on Sky Arts. The creative will aim…
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Conflict of interest judgment could have lasting implications for professional deputies
The long-awaited ruling by the Senior Judge of the Court of Protection around the appointment of in-house investment managers to act on…
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Study reveals growing complexity is leading to more outsourcing in the fund management industry and a greater focus on innovation
Over the next two years, 99% of fund managers believe it will become much harder to navigate regulatory complexities, and this will…
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Defaqto reveals advisers’ preferred DFM providers
Survey conducted among 274 advisers in August and September of last year found that: Defaqto’s newly released annual DFM Satisfaction Study 2024 has found…
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