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Benefits Guru announces Financial Wellness Ratings for Workplace Pension Providers for standalone Open Finance functionality
Benefits Guru today announces its fourth annual Financial Wellness Ratings benchmarking Workplace Pension providers that provide Open Finance technology in recognition of the growing…
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US equity funds bounce back in Q1 2024 with £1.5 billion inflow
UK investors returned to the fund markets in March 2024, resulting in inflows to the tune of £446…
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Evenlode Investment achieves B Corp status
Evenlode Investment, the employee-owned investment manager known for its focus on high-quality, asset light businesses, is proud to…
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Sticky US inflation leads Fed to keep interest rates on hold: the industry reacts
As had been widely anticipated, the news that at their meeting this week, the US Federal Reserve has…
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Quilter’s WealthSelect executes ad-hoc rebalance to capitalise on market shifts
Quilter’s WealthSelect managed portfolio service has conducted an ad-hoc rebalance on Monday, 22 April, across its WealthSelect Managed…
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Quilter Financial Planning appoints senior relationship manager to enhance AR development
Quilter Financial Planning, the advice network, has announced the appointment of Joanne Bean as a senior relationship manager.…
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Nottingham Building Society launches innovative mortgage solution for foreign nationals to meet broker demand
Nottingham Building Society is today launching an innovative mortgage solution designed to support the growing number of foreign…
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Marcus Evans: Private Wealth Management Summit 2024
We are excited to announce that the Private Wealth Management Summit returns in June 10-12 at Encore Boston…
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The most important sale for financial advisers…is themselves
More and more often, advisers are having to achieve the ultimate sale to clients, themselves. The rise in…
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Boardroom leadership needed to manage AI risks and drive trust
Chief executive officers (CEOs) and chief financial officers (CFOs) need to build trust in artificial intelligence (AI) by…
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