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How technology has transformed marketing for financial planners: by Jon Pittham, ClientsFirst
In his third article of this mini series for IFA Magazine, Jon Pittham of ClientsFirst considers how planners…
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Unprecedented times – the Kingswood view
Commenting on volatile global equities and downward spiralling bond yields, Rupert Thompson, Head of Research at Kingswood, gave…
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Weekend press review
The Sunday Times reports that two leading wealth managers are in merger talks; if Tilney and Smith &…
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Welch to TransUnion
TransUnion has appointed Sam Welch (pictured) to its UK executive team, as he joins the business as part…
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Walker Crips chooses Intelliflo
Walker Crips Group plc has chosen Kingston-based Intelliflo’s Intelligent Office business management system to power its back, middle…
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The role of the practice manager in financial planning – Tracey Underwood, PACE Solutions
Is your financial planning business running as efficiently and effectively as possible? Is your work/life balance a thing…
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UnderwriteMe’s Protection Platform transforming the mortgage process
One in six sales of UK protection insurance by financial advisers, price comparison websites and mortgage brokers are…
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Octopus sets out to disrupt the platform market
Octopus Group, the London headquartered financial services and energy firm, has agreed a deal to acquire Seccl Technology…
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ESG Supplement | IFA | Aug 2019
Sustainable Investing has been one of the hottest topics in this summer’s editions of IFA Magazine. The inescapable…
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Antler strengthens global leadership team with two significant appointments
Edward Knight, former Goldman Sachs Partner, and Annette Wilson, leader in the European growth and venture capital industry,…
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