advisers
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AJ Bell Investcentre launches suite of adviser tools from Mabel Insights
AJ Bell has announced the launch of a new suite of planning tools, developed in partnership with Mabel Insights, now available to…
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Microsoft Excel turns 40: CFOs celebrate the technology’s contribution and predict its future role in finance
Microsoft Excel has turned 40 years old today, marking a milestone age for the trusted spreadsheet software. Initially released on September 30th,…
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Fintel launches standalone distribution platform, Omnicore
Fintel has announced the launch of Omnicore, an intelligent distribution platform designed to provide a strategic conduit between providers and advisers. Launched…
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Vanguard appoints Gillian Hepburn to expand UK adviser solutions offer
Vanguard today announced the appointment of Gillian Hepburn to the role of head of adviser solutions, UK. The appointment reflects Vanguard’s ongoing…
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HSBC UK awarded ‘Advanced’ Mental Health Accessible rating
HSBC UK’s ‘Advanced’ rating is the second of three levels firms can achieve through the Mental Health Accessible programme (the bank reached…
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The art of storytelling for financial advisers: Explaining money like a human
Financial advice is about more than numbers. It is about people, their goals and the stories that help them make sense of…
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Criterion launches new industry standard to streamline investment Letters of Authority
Criterion, the independent integration standards body, has today launched its new Letter of Authority (LoA) Checklist standard for investment products. The new…
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The Flower Group launches analysis solution to help advice firms grow
The Flower Group today announces the launch of powerful all-in-one data analysis tool Growth Centre, designed to support the commercial growth of…
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Fidelity Personal Investing launches ‘Freya’, a conversational AI interface to support customers’ needs
Fidelity International, the investment and retirement business, has announced the launch of ‘Freya’, an innovative AI conversational interface designed to enhance the…
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Nucleus launches CPD learning zone for advisers
Nucleus, the largest independent adviser platform group in the UK with over £100bn of assets under administration, today announces the launch of a new…
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Saturn upgrades pioneering AI meeting notes tool for advisers
Saturn has upgraded its pioneering AI Meeting Notes tool to help advisers summarise and review client meetings, enabling them to be compliant…
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Jupiter hires Piers Hillier as Chief Investment Officer
Jupiter Asset Management announces that Piers Hillier has been appointed Chief Investment Officer to oversee the Group’s investment management teams. Piers will…
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ValidPath research reveals IFA drive for growth amid industry-wide optimism
Independent Financial Advisers (IFAs) are looking ahead with confidence and a strong focus on growth, according to new research from ValidPath, the…
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Equilibrium: Write for the client, not their products
Personal touches can spark stronger client connections. Sam Patterson APFS, Chartered Financial Planner and Head of Delivery at Equilibrium, explains why suitability…
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Aviva Investors’ appointment of a new head of UK Institutional
Aviva Investors, the global asset management business of Aviva plc, announces it has appointed James Edwards as Head of UK Institutional, as…
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Hoxton Wealth brings in Global Employee Assistance Programme to create a workplace where wellbeing comes first
In a move to place employee wellbeing at the heart of the firm’s culture, international financial advisory and wealth management firm Hoxton…
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M&G Investments adopts Bloomberg’s Research Management Solutions
Bloomberg has announced that M&G Investments has adopted and customised Bloomberg’s enterprise-level Research Management Solutions (RMS Enterprise) to enhance their alpha-generating research process. The scalable…
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CISI Financial Planning Conference 2025 brings global experts to Windsor for two days of innovation and insight
The Chartered Institute for Securities & Investment (CISI) Financial Planning Conference 2025 will host its flagship event on 2 and 3 October at the historic De Vere Beaumont…
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Advisers’ role in fraud prevention by guiding clients through the threat of cloning scams | Damian Davies, The Timebank
Cloning scams are now the biggest fraud threat to investors, with £2.7m lost in late 2024. The IA is urging vigilance, while…
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Fairstone announces Steven Cooper CBE as new Chief Executive Officer
Fairstone Group announces today that it has appointed Steven Cooper CBE as its new Chief Executive Officer. The move is set to…
