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AI is here to help, not to replace mortgage advisers says Smartr365’s Thora Kehoe
Written by Thora Kehoe, Chief Product Officer at Smartr365 Artificial Intelligence (AI) has been operating in the background…
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Winners of CISI Financial Planning Awards 2023 revealed
The Chartered Institute for Securities & Investment (CISI) has announced the winners of our Financial Planning Awards 2023:…
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Treatments: helping advisers offer the most effective next steps to vulnerable consumers – MorganAsh
Written by Andrew Gething, Founder and Managing Director at MorganAsh Consumer Duty places particular focus on identifying and…
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Justin Onuekwusi starts CIO role at St. James’s Place
Justin Onuekwusi today starts his role as Chief Investment Officer (CIO) at St. James’s Place. Justin’s new role…
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Lyon Griffiths Financial and Wealth Experts combine to form new partnership
Nantwich Wealth Management specialist, Lyon Griffiths Financial, has announced that it is joining Chartered Financial Planners, Wealth Experts.…
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Mortgage market starts to stabilise as choice rises | M&PI 02 | October-November 2023
A very difficult year for Mortgage and Property advisers has shown signs of easing in recent weeks with…
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EIS On Trial – Meet the judge
Join GBI Magazine as we put EIS on trial. Hear from a courtroom of experts in the financial…
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Current account perks enhanced to entice customers – Moneyfacts
Several current account switching perks have been launched in recent weeks, with as much as £200 in free…
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The Exeter appoints Michael Payne as new Commercial Director
UK protection and health insurer The Exeter has today announced the appointment of Michael Payne as Commercial Director, a move…
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