Business and Development
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16 providers back ULoA as Origo proves switching to digital LoA makes commercial sense
Momentum amongst providers to switch to a digital letter of authority process has quickly picked up pace as Origo has proven that…
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SmartSearch secures significant investment to fuel ambitious growth plans
SmartSearch, a leading UK provider of digital compliance and anti-money laundering (AML) software, has today announced it has signed an agreement to…
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Women Leading the Charge: The Financial Planning B Corp Empowering Tomorrow’s Investors
Financial planning firm Paradigm Norton is proud to be championing women in the male-dominated finance sector. As a B Corp owned by its employees…
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7IM continues its growth strategy with the acquisition of Eastcote Wealth Management
7IM has today announced it has completed the acquisition of Eastcote Wealth Management as it continues to execute its strategic growth plans…
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Legal & General Retail launches handbook to help advisers support clients divorcing in later life
Legal & General Retail has launched a handbook to help advisers support clients going through divorce in later life and drive fairer financial outcomes…
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Survey finds that one in three people are considering switching financial advisers
Financial advisers and IFAs cannot rest on their laurels when it comes to client retention, with one in three (31%) people saying…
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New research exposes financial wellbeing gender gap within the workplace
New research from Close Brothers’ Workplace Financial Wellbeing Services digs into the financial wellbeing of the UK’s workforce, revealing that the financial…
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SimplyBiz announces major tech upgrade for member firms
SimplyBiz will be extending its technology offering and providing its member firms with complimentary access to Defaqto’s newly enhanced ‘Engage’ solution. The…
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Newly Launched Website Leads the Way in Vulnerable Customer Support Training
In an ambitious stride towards enhancing support available for vulnerable customers, Helen Pettifer Training Ltd announces the launch of its new website. …
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St. James’s Place launches its first nationwide brand campaign
St. James’s Place (SJP) unveils a new campaign that celebrates the importance of tailored one-to-one financial advice in life. ‘Invaluable Advice’ by…
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