Bishop Fleming
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ValidPath launches new website – supporting IFAs across their entire business lifecycle is essential
ValidPath, the network for Independent Financial Advisers, is today launching its evolved brand identity and newly designed website. In doing so it…
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Cazenove Capital receives two key accolades at the 2025 Citywealth Magic Circle Awards
Cazenove Capital, the wealth management business of Schroders in the UK, has been announced as the winner of two accolades at the Citywealth…
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Investec arranges £54.6 million loan for two office to residential conversion projects
Investec Bank plc (Investec), a leading international financial services provider, announces that its Real Estate team has provided Signal Capital Partners, a…
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Financial services leaders outline four key pillars to unlock UK growth potential
A new report from PIMFA, UK Finance and KPMG UK has revealed opportunities for how the government can further support the UK’s…
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Octopus doubles down on Seccl, with new investment in reshaped management team
Seccl, the embedded investment platform, is preparing for dramatic expansion on the back of further investment from Octopus in a reshaped management…
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DFM Firm Sparrows Capital expands business development team
Evidence-based investing pioneer Sparrows Capital has hired James Denton as a Business Development Manager. This is the DFM firm’s third BDM hire this year…
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TSB launches latest switching offer worth up to £310 in cash and rewards
From today, customers switching to a TSB Spend & Save or Spend & Save Plus current account can receive £100 upfront, and…
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Oke Eleazu and Maria Herrero-Bullich join Scottish Widows’ Independence Governance Committee
Scottish Widows has announced today that Oke Eleazu and Maria Herrero-Bullich have been appointed to its Independent Governance Committee (IGC). Customer service and…
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New FCA Financial Lives survey shows the pressing need to understand customer vulnerability, says MorganAsh
The release of the FCA’s latest Financial Lives survey, which found that 49% of UK adults have one or more characteristic of…
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Independent Wealth Network 2plan restarts growth strategy
2plan, one of the largest independent networks of financial advisers in the UK (with over 679 advisers and 279 firms) has confirmed…
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AI Fintech Aveni launches first version of FinLLM: the UK’s first generative AI model for UK financial services
Leading UK AI Fintech Aveni has today announced the release of its first iteration of FinLLM – a domain-specific large language model (LLM) purpose-built for the…
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Brooks Macdonald strengthens executive committee with the appointment of Karen Charlery as chief operating officer
Brooks Macdonald today announces the appointment of Karen Charlery as Chief Operating Officer (COO) effective 23 June. She replaces Gavin Neilson who…
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Guest insight | Sparrows Capital’s Millington on why the fixation on fixed fees in financial services should end
A debate around whether advisers should charge fixed fees is re-emerging but, warns Arnie Millington, Head of Business Development at Sparrows Capital,…
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Fixing the letter of authority process with consistency and collaboration – FLAG and Criterion lead the way
The letter of authority (LOA) process has been a long-standing source of frustration in financial services, and despite efforts to streamline it,…
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Aberdeen Adviser reflects on tax year end success and strategic readiness for 2025
With the 2024/25 tax year now closed, Aberdeen Adviser business has taken the opportunity to reflect on the lessons learned and successes…
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Adviser insight: Truly Independent’s Katie Brinsden highlights eight reasons why advisers should embrace innovation
Innovation is no longer a luxury for financial advice firms – it’s a strategic necessity. Katie Brinsden (pictured), Managing Director at the…
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Plannr & AdvisoryAI launch integration
AdvisoryAI, award-winning AI platform for financial advisers, and Plannr, a trusted leader in financial adviser technology, has gone live with an integration…
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Advisers to benefit from ZeroKey integration with Transact
ZeroKey, a web app dedicated to eliminating manual data entry for financial advisers, has successfully integrated with Transact’s new Account Opening API, which will…
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OneFamily celebrates fifty years of inspiring better futures
OneFamily has been owned by its customers, and growing their financial wellbeing, for fifty years on May 13th. The Brighton-based financial services…
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Just Group improves death benefit options on innovative secure lifetime Income solution
Retirement specialist Just Group has unveiled changes to the options available on its Secure Lifetime Income (SLI) retirement income solution to give more flexibility on legacy…
