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Chartered Body Alliance
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Damian Davies from The Timebank tells us about the five biggest GDPR risks when using AI tools and how to manage them
Artificial intelligence (AI) presents transformative opportunities for businesses, but it also introduces significant risks, particularly concerning GDPR compliance. In this second article…
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7IM expands its platform team to accelerate platform growth – Daniel Willsher and Lloyd Swinton
7IM has appointed Daniel Willsher as Head of Network Relationships and Lloyd Swinton as Senior Platform Relationship Manager as it accelerates its…
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Merge to Survive: IFA Firm Acquisitions and Mergers Show Steady Growth in 2024
New data reveals a notable increase in acquisitions among Independent Financial Adviser (IFA) firms, with 9% of firms having acquired other businesses…
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Transact continues to drive adviser efficiencies as partner CURO connects to its Remuneration API
The CURO connection to Transact’s Remuneration API is a significant step in the development of the CURO offering and for Transact in…
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The lang cat unveils new functionality on its Analyser reg tech – supporting advisers with evidencing platform switching
Financial consultancy the lang cat unveils market leading functionality on its Analyser reg tech software today. This will support advisers with the…
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DeepSeek and Nvidia: what to expect from the new Space Race
By Garry White, Chief Investment Commentator at wealth manager Charles Stanley The artificial intelligence (AI) breakthrough announced by China’s DeepSeek last week…
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FCA sets out further proposals to support growing business and investment opportunities
The Financial Conduct Authority (FCA) has set out proposals to make it easier for listed companies to issue corporate bonds that wealth…
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Brooks Macdonald completes acquisition of LIFT-Financial Group
Following the announcement back in October 2024, Brooks Macdonald Group has today announced that it has completed the acquisition of LIFT-Financial Group…
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Plannr announce new integration with Be-IQ
In a one-of-its-kind release, Plannr are today launching their richest integration yet with next-gen risk profiler Be-IQ. Featuring a fully integrated user…
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UK workers vote for flexible working over four day week
The latest research from The Global Payroll Association (GPA) reveals that 75% of people would turn down a job that doesn’t offer hybrid or…
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Rosemount Financial Solutions (IFA) announces Atom bank partnership
Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has added Atom bank to its lender panel. The partnership will…
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Financial advice firm breaks industry norms with 4-day working week
Lincoln-based financial advice firm Almond Financial is leading industry innovation with the introduction of a four-day working week, as the finance sector grapples with…
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Plannr and Seccl launch deep integration to “rethink advice journey”
Plannr, the pioneering adviser CRM, has unveiled the first phase of its integration with Seccl, the Octopus-owned embedded investment platform at today’s…
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Rathbones Group appoints Head of Asset Management, Intermediaries and Charities Marketing
Rathbones Group Plc Ltd (Rathbones) has appointed Charlotte Lamb as Head of Asset Management, Intermediaries and Charities Marketing. She will be based…
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CISI Future Foundation provides nearly £250k to three UK charities promoting financial education
UK-based charities Get Set Girls, RedSTART Educate, and Crosslight Advice will put their CISI Future Foundation (the Foundation) grant money towards providing…
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P1 Investment Services Launches ‘Game Changing’ All-in-One Client-Adviser Portal
P1 Investment Services, operator of the P1 Platform, has launched the P1 Wealth Pilot – an all-in-one “game changing” client onboarding and servicing…
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NICE Survey Highlights Urgent Need for AI in Customer Service as Up to 35 Million Brits Remain Unknowingly Vulnerable
While awareness of vulnerability grows, a hidden crisis persists in the UK, with most consumers still unaware of their vulnerable status. The…
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Standard Life CEO Andy Curran to retire in 2025
Andy Curran, CEO of Standard Life, part of Phoenix Group, has decided to retire in the summer of 2025 after a transformative…
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3 Things only State Street can tell you – Financials and the Consumer: Investors are reacting
By Daniel Gerard, Senior Multi – Asset Strategist, State Street Global Markets Financials preferences changing through earnings season As we make our…
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WHEB Asset Management acquired by Foresight Group
Impact investor, WHEB Asset Management LLP (“WHEB”) is pleased to announce the acquisition of the business by Foresight Group Holdings Limited (“Foresight”). Foresight…