Business & Development
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Financial advisers remain optimistic despite the impending Great Wealth Transfer, finds Natixis Investment Managers’ survey
With $84 trillion set to pass from one generation to the next over the next 20 years, global financial advisers are feeling…
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Legal lens: BDB Pitmans’ Meredith Lawton explains the growing importance of IFAs in divorce proceedings
IFAs are playing an increasingly important role in divorce proceedings, working closely with divorce lawyers. In the following blog for IFA Magazine,…
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Conquest and PlannrCRM partner up to optimise planning workflows for advisers
Conquest Planning, a technology platform modernising financial planning with customised and convenient advice, has today announced its partnership with PlannrCRM, a next-generation…
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Taxpayers spent over 700 years on the phone to HMRC in the past year as average wait times get worse
Taxpayers spent a total of 719 years and eight months on the phone to HMRC in the year to June 30 2024…
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Study reveals anxiety is stopping over 55s spending money on things they need – Oxford Risk
A fear of running out of money is stopping over-55s from buying things they actually need, underlining the role of emotions and…
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3,800 young people take part in CII and PFS virtual work experience
The Chartered Insurance Institute (CII) and Personal Finance Society (PFS) have reported that more than 3,800 young people have benefitted from their…
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Isio acquires K3 Advisory to bolster risk settlement capabilities
Isio Group Limited, has today announced that it has signed an agreement to acquire K3 Advisory Limited, the insurance and risk settlement…
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CISI appoints Neil Atkinson Chartered FCSI as new Board member
The Chartered Institute for Securities & Investment (CISI) have appointed Neil Atkinson Chartered FCSI as a new member of the CISI Board.…
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Investment Association and Tech Working Group publish recommendations to bolster AI use in investment management industry
International regulatory coordination, boosting the UK fintech ecosystem and investing in skills and talent, form some of the key recommendations from the…
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Mastering Suitability Reports: Expert tips on the practical bits
When it comes to crafting suitability reports, it’s easy to feel overwhelmed by the balancing act of meeting compliance, maintaining personalisation, and…
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