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Awards
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Are you using online enquiry forms in your IFA business? If so, MoneyPenny’s Hannah Stringer highlights a practical solution
You’ve done your research, filled in an enquiry form on a business website and explained what you need, and then…. well, nothing.…
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RLAM Appoints Lee Hollingworth as DC and Retirement Proposition Director
Royal London Asset Management announces the appointment of Lee Hollingworth as DC and Retirement Proposition Director. In this newly created role, Lee…
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Isio analysis finds thousands of companies yet to report their Gender Pay Gaps as deadline looms
With International Women’s Day taking place this Saturday, ISIO issues a timely reminder about the need for action on Gender Pay Gaps …
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Damian Davies at Timebank shares three AI tools you can start using as a ‘noob’
In the final instalment of this three-part series about AI, Damian Davies, Head of Engagement at The Timebank, takes a look at…
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7IM owned Partners Wealth Management completes acquisition of Aberdeen-based Johnston Carmichael Wealth
Partners Wealth Management LLP (PWM) has today announced it has completed the acquisition of Johnston Carmichael Wealth to further cement its position…
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Origo launches Unipass Transfer Tracking for advisers
Origo is pleased to announce the launch of its new Unipass Transfer Tracking service for advisers. Unipass Transfer Tracking is the only…
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Andrew Hannay to retire after over 30 years in financial services
After more than three decades of providing expert financial advice, Andrew Hannay, one of Edinburgh’s most respected independent financial advisers, retired at…
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PFS appoints two new board members
The Personal Finance Society (PFS) has announced the appointment of two new Board members. PFS members Kate Gannon and Craig Palfrey will…
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NextGen Planners & Kinder Institute announce groundbreaking collaboration
The Kinder Institute of Life Planning and NextGen Planners have launched a pioneering collaboration that will bring life planning expertise to the forefront of the UK…
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CISI Chartered Firm™ status approved for Fowler Financial Planning
The Chartered Institute for Securities & Investment is pleased to announce that Fowler Financial Planning has been granted CISI Chartered Firm™ status. CISI Chartered…
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Leading the future of Paraplanning: we talk to Steven McBurnie about his vision as new CISI Chair
Steven McBurnie (pictured) has recently been appointed as Chair of the CISI Paraplanner Interest Group. Steven sat down with our very own…
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Bridging the advice gap: Truly Independent’s Katie Brinsden highlights four “targeted support” talking points for advisers
In her latest blog for IFA Magazine, Katie Brinsden (pictured), Managing Director at the national, directly- authorised IFA, Truly Independent, why advisers must…
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Schroders plc appoints Oliver Gregson as CEO, Wealth Management, succeeding Mary-Anne Daly
Schroders plc is today delighted to announce the appointment of Oliver Gregson as CEO, Wealth Management at Schroders plc on Monday 2…
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M&G appoints Chris Hudson to lead its UK distribution growth ambitions, including £62 billion flagship PruFund range
M&G’s Life Insurance Business today announces the appointment of Chris Hudson as Director of Distribution, as the firm ramps up its ambitions…
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UK businesses leading the way with record numbers of female leaders and board members
Top British companies are continuing to lead the way for gender equality in boardrooms with women occupying nearly 43% of roles on…
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7IM expands service team further with Business Development Manager for the Northwest
7IM has appointed Nicky Snow as Business Development Manager for the Northwest to reinforce its support for advisers in the region and…
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Chartered status is the key to a long, successful career in financial services, building confidence and trust for consumers, says CISI
With this week marking Chartered Week 2025, the Chartered Institute for Securities & Investment (CISI) is delighted to support this important campaign to recognise…
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Brooks Macdonald strengthens Executive Committee
Brooks Macdonald CEO, Andrea Montague, today announces appointments to strengthen and broaden the Executive Committee. Complementing the strengths of the existing team,…
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Adviser insight: Truly Independent’s Katie Brinsden stresses why advisers must be approachable, affordable and indispensable if we are to break down barriers
Advisers must move beyond wealth-based client selection to become approachable, affordable, and indispensable for a sustainable and inclusive industry. That’s the view…
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PFS Purely Paraplanning 2025: details announced
The Personal Finance Society (PFS) has announced details of its Purely Paraplanning 2025 event. The programme is designed to help attendees navigate the paraplanning…