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Business and Development
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Aviva Investors strengthens UK Advisory team with three new hires
Aviva Investors, the global asset management business of Aviva PLC, has announced three new additions to its UK Advisory team, as it…
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Advisers and clients seek reassurance about financial strength of the platform market
Platform financial strength is a growing priority for advisers, according to the latest Scottish Widows Investor Confidence Barometer. In its annual survey, Scottish…
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Four new members join PFS POWER financial planning practitioner panel
The Personal Finance Society (PFS) has announced that four new personal finance professionals have joined the PFS POWER Financial Planning Practitioner Panel.…
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Aviva Investors strengthens Global Equities team with return of Richard Saldanha
Aviva Investors, the global asset management business of Aviva plc, announces it has reappointed Richard Saldanha to its Global Equities team following a…
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Leaders in the financial services industry are not effective allies to the LGBTQ+ community, says 40% of Gen Z LGBTQ+ professionals
Four in 10 (40%) Gen Z LGBTQ+ professionals believe leaders in the financial services industry are ineffective at being allies to the…
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FIBA adds Market Harborough Building Society to lender panel
The Financial Intermediary & Broker Association (FIBA), part of Simplybiz, has announced the addition of Market Harborough Building Society (MHBS) to its lender…
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Quilter Cheviot launches investment proposal tool to streamline advisers’ processes
Quilter Cheviot has today announced the launch of an investment proposal tool to better support advisers with the promotion and implementation of…
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Rosemount Financial Solutions (IFA) puts focus on technology with new hires
Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has bolstered its ranks with a series of new hires aimed…
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Avaloq and Quadient Partner to Elevate Client Communications for Financial Services
Avaloq, a leading provider of software and services for banks and wealth managers, integrates Quadient Inspire as the standard CCM solution for…
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James Peel to join Gravis as Senior Research Analyst
Gravis, the asset manager expert in infrastructure, real estate and private credit, is pleased to announce the appointment of James Peel in…
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IFA Talk Podcast – listen to the latest episode
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The Timebank: The two areas AI has evolved into, and what that means for your business
In this three-part series, Damian Davies, Head of Engagement at The Timebank, will explore the rapidly evolving world of AI. He’ll begin…
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Direct or network? Finding the right fit for you…
Choosing between direct authorisation by the FCA and joining a financial adviser network is a pivotal decision for financial advisers establishing or…
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Brooks Macdonald completes acquisition of Lucas Fettes Financial Planning
Further to the announcement on 17 September 2024, Brooks Macdonald Group today announces that it has completed the acquisition of Lucas Fettes…
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The art, maths, and science of employee appreciation : practical tips for running a successful business
For advice firms reviewing their business strategy for 2025, staff retention and recruitment is always a key driver of success. Sharing some…
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ChatGPT celebrates second birthday: how the GenAI chatbot has changed the world
“When asked how it will celebrate its second birthday on Saturday 30 November, ChatGPT said there would be no cake or candles.…
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Origo’s Unipass Letter of Authority rolling out to all Openwork advisers
Origo’s Unipass Letter of Authority is being made available to all of Openwork’s advisers, enabling them to achieve faster, whole of market…
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Oakglen Wealth eyes further growth with appointment to support leadership teams
Oakglen Wealth, the independently owned wealth manager with offices in Jersey and London, has appointed Charlie Nicholls as Financial Controller, as it…
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PFS New Generation Programme announced for 2025
Chartered Insurance Institute (CII) President, Ian Callaghan, has announced his sponsorship of a Personal Finance Society (PFS) New Generation Programme, which is…
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ZeroKey integrates with Iress’ Xplan
As part of their mission to integrate technology and help eliminate manual data entry, ZeroKey today announced their integration with Iress’ Xplan…
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Bowmore is the latest win powering Nucleus’ growth
Third Financial, now part of the Nucleus group, has revealed that investment manager Bowmore is the latest in a series of client…