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acquisition
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Plannr and Seccl launch deep integration to “rethink advice journey”
Plannr, the pioneering adviser CRM, has unveiled the first phase of its integration with Seccl, the Octopus-owned embedded investment platform at today’s…
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Rathbones Group appoints Head of Asset Management, Intermediaries and Charities Marketing
Rathbones Group Plc Ltd (Rathbones) has appointed Charlotte Lamb as Head of Asset Management, Intermediaries and Charities Marketing. She will be based…
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CISI Future Foundation provides nearly £250k to three UK charities promoting financial education
UK-based charities Get Set Girls, RedSTART Educate, and Crosslight Advice will put their CISI Future Foundation (the Foundation) grant money towards providing…
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P1 Investment Services Launches ‘Game Changing’ All-in-One Client-Adviser Portal
P1 Investment Services, operator of the P1 Platform, has launched the P1 Wealth Pilot – an all-in-one “game changing” client onboarding and servicing…
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NICE Survey Highlights Urgent Need for AI in Customer Service as Up to 35 Million Brits Remain Unknowingly Vulnerable
While awareness of vulnerability grows, a hidden crisis persists in the UK, with most consumers still unaware of their vulnerable status. The…
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Standard Life CEO Andy Curran to retire in 2025
Andy Curran, CEO of Standard Life, part of Phoenix Group, has decided to retire in the summer of 2025 after a transformative…
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3 Things only State Street can tell you – Financials and the Consumer: Investors are reacting
By Daniel Gerard, Senior Multi – Asset Strategist, State Street Global Markets Financials preferences changing through earnings season As we make our…
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WHEB Asset Management acquired by Foresight Group
Impact investor, WHEB Asset Management LLP (“WHEB”) is pleased to announce the acquisition of the business by Foresight Group Holdings Limited (“Foresight”). Foresight…
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Dynamic Planner enriches ATR with launch of Financial Personality Insights
Dynamic Planner, the UK’s leading digital advice platform, has enhanced its market leading Attitude to Risk (ATR) questionnaire with the launch of…
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Preventing and understanding data theft in your organisation
Your data is more than just numbers and files – it’s the lifeblood of your organisation. Imagine a single moment of vulnerability…
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Schroders set to adopt all four SDR labels spanning 16 funds
Schroders, the global active investment manager, today announces it is set to adopt all four of the Financial Conduct Authority’s (FCA) Sustainability…
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Evelyn Partners announces the sale of its Fund Solutions business to Thesis
Evelyn Partners Group Limited (“the Group”) announces that it has entered into an agreement to sell its Fund Solutions business, operated by…
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Scottish schoolgirls make final cut in prestigious investment competition
Eight teams of Scotland’s brightest young female students have secured their place in the finals of a nationwide competition aimed at encouraging…
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Canada Life appoints new Managing Director for its retirement business
Canada Life has appointed Peter Maddern as Managing Director of Retirement, effective from mid-February 2025 subject to regulatory approval. Peter will join…
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Quilter adopts VouchedFor’s Elevation system to support its advice network
Quilter Financial Planning has adopted Elevation, VouchedFor’s enhanced client survey system, to further support its network of advisers. The FCA’s Consumer Duty…
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Titan Wealth expands with acquisition of Advisa Wealth
Titan Wealth is proud to announce the acquisition of Advisa Wealth, a Jersey-based financial advisory firm, subject to regulatory approval. This strategic…
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Platforms in 2025: let’s get ready to rumble says Novia Global’s Linda Johnstone
In her latest blog for IFA Magazine, Novia Global’s Linda Johnstone (pictured) identifies three key areas where she believes that platforms will…
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HNW’s leaning on an early inheritance to fund childcare
Some high net worth (HNW) parents are relying on inheritance to fund childcare due to a lack of planning, according to new…
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Ninety One to adopt SDR ‘Sustainability Impact’ label for the Global Sustainable Equity fund
Ninety One has today announced that the Global Sustainable Equity Fund (the ‘Fund’) will adopt the ‘Sustainability Impact’ label on 28 February…
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MainStreet Partners announces 2025 ESG and sustainability champions
MainStreet Partners, a leading ESG and Sustainability data provider for top-tier investors and distributors, is proud to announce the winners of its 2025…