Business & Development
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Dynamic Planner announces new CRM integration with Adviser Cloud
Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud. Advisers using the new integration…
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Experienced operator Tim Riseborough joins the Validpath board further strengthening senior management team
ValidPath, the network for independent financial advisers, is pleased to announce that Tim Riseborough, Chief Operating Officer of Rimbal and Group Operations…
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Setting standards: CII publishes 2025 qualifications brochure
The Chartered Insurance Institute (CII) has published its 2025 qualifications brochure, offering a range of career and educational pathways for both current and…
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M&G appoints Kirsty Wright to further develop its £62 billion flagship PruFund range
M&G today announces the appointment of Kirsty Wright as Director of PruFund Proposition, as the firm seeks to further develop its flagship…
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Royal London begins search for new Chair
Royal London has released an update this morning stating that by 31 December 2024, Kevin Parry, Chairman will have served six years on…
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Women and wealth transfer: Benchmark’s Gillian Hepburn brings fresh insight on the risks and opportunities for advisers
In this analysis, Gillian Hepburn, Commercial Director at Benchmark, reflects on fascinating research which was recently carried out by Benchmark. Here Gillian…
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Guest Insight: Novia Global’s Linda Johnstone is on the quest for clarity when it comes to financial literacy
Like many of us, Linda Johnstone (pictured), Head of Investment Proposition at international platform Novia Global, is a firm believer that the world…
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Future Growth Capital announces senior leadership team
Future Growth Capital (FGC), the new private markets investment manager announced by Schroders plc and Phoenix Group in July, is pleased to name…
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Charlotte Aspinall joins Charles Stanley as Senior Investment Manager
Charles Stanley has today announced the appointment of Charlotte Aspinall as a Senior Investment Manager based at the Tunbridge Wells office. Charlotte…
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LV=’s Gwen Haggo reminds us why cost and quality should go hand in hand when it comes to financial advice
Taking us under the hood of LV’s unique research programme, Gwen Haggo, Savings and Retirement Sales Director at LV=, explains how financial…
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