Business and Development
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Younger advisers more likely to be working with new clients – latest research reveals their value may be bigger than we realise
Featuring the views of over 200 financial advice professionals, NextWealth and Aegon’s latest research guide, Organic Growth for Financial Advice Firms, has revealed…
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Vanguard’s 2025 Adviser Survey: when it comes to advice investors value relationships over performance
Vanguard’s Advisory Research Centre (ARC), today launched the inaugural Client Connect: Vanguard Advice Survey 2025. Based on responses from over 1000 advised investors and 200 financial…
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Brooks Macdonald announces sponsorship of UK tennis star Lloyd Glasspool
Brooks Macdonald, a UK focused wealth management company, is delighted to announce its official sponsorship of professional tennis player Lloyd Glasspool, the…
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Octopus Ventures appoints Head of Portfolio Strategy
Octopus Ventures, part of Octopus Group and a pan-European Venture Capital team investing in the people, ideas and industries that will change…
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PIMCO Names Lotfi Karoui as Managing Director and Multi-Asset Credit Strategist
PIMCO, one of the world’s premier fixed income investment managers with deep expertise in public and private markets, announces that Lotfi Karoui…
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Are we in an AI bubble?
Artificial Intelligence has captivated investors and policymakers alike, but is the excitement justified or are we in the early stages of an…
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From caution to confidence: how advisers can support women’s financial future
Insights from investment, protection and retirement specialist, LV=, reveal a clear gender disparity in financial confidence among UK couples, particularly when it…
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Urgent action needed on AI’s ethical challenges warn ACCA and CISI
Artificial intelligence is no longer a future concern but a present reality, bringing with it ethical challenges that demand urgent action. Marking…
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20 Years of dynamic progress: Our exclusive Q&A with Dynamic Planner’s Piers Lawson on how technology has transformed financial advice
The past 20 years has seen a complete transformation in the way that the financial services profession uses technology. In this insightful…
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Rising M&A volumes mask falling valuations for advice businesses – Legal insight on what IFAs need to know
New ONS data shows a surge in UK M&A activity — but deal values tell a different story. Legal experts Helen Curtis…
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AFH Wealth Management publishes first IFA acquisitions white paper
AFH Wealth Management has commissioned a first-of-its kind white paper which explores the world of Independent Financial Adviser acquisitions – with nearly…
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Fairstone reports 21% revenue surge as client assets hit £20bn
Fairstone, one of the UK’s leading financial advice firms, has reported another year of strong growth, according to its latest annual results.…
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AI: Reshaping markets – boom, bust, or both?
Joseph Amato, president and chief investment officer at Neuberger, examines how AI is boosting productivity with measurable effects on growth, labour markets,…
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Canada Life International achieves top financial AKG rating for second year running
Canada Life has achieved a financial strength rating of ‘A, Superior’ – the highest accolade possible – across each of its international…
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Continuum highlights importance of continuous professional development
Continuum believes in the power of continuous professional development, encouraging advisers to pursue further qualifications to enhance their expertise, support clients more…
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Schroders sources 100% renewable electricity
Schroders today reveals it reached the milestone of sourcing 100% renewable electricity for its global operations during 2024, the first time the firm…
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World Mental Health Day | Global tech giants score lowest on workplace mental health finds CCLA research
As we celebrate World Mental Health Day today, CCLA Investment Management has released its Corporate Mental Health Benchmark Global 100+ research, which…
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Lionesses set to inspire PFS National Conference
England football superstars Beth Mead MBE and Lucy Bronze MBE have been announced to speak at the Personal Finance Society (PFS) National…
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Transact launches new app with intelliflo to simplify contributions and withdrawals
Transact is excited to introduce a new app developed in partnership with intelliflo. The app will make it easier for financial advisers…
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CISI launches Financial Planning Week 2026 calling on all UK financial planners to give their free time to make a difference
Building on the concept of CISI’s Financial Planning Week (FP Week) as an opportunity to give back, CISI has launched Financial Planning Week…
