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Chartered Body Alliance
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Generative AI within Dynamic Planner
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Gender pension gap set to keep rising with fewer women contributing less to occupational DC pots
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Last-minute cash ISA savers make March the second busiest ISA month
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Financial ombudsman service to start charging professional representatives to refer cases
The Financial Ombudsman Service has today announced that it will make its funding arrangement fairer by proceeding with a proposal to charge…
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Isio completes acquisition of risk settlement specialist K3 Advisory
Isio Group Limited (“Isio”) today announces the completion of its acquisition of K3 Advisory Limited (“K3”), the insurance and risk settlement specialist,…
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Five new hires for LAVA, M&A advisory growing at pace
LAVA Advisory Partners, a London-based M&A advisory, has announced five new hires – three Associate Directors, an Analyst and its first Operations…
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Growthinvest story – giving wider access to portfolio data to IFAS
Advisers and wealth managers will have landmark accessibility to portfolio data on private markets and alternative investments GrowthInvest, the alternative investment platform,…
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State of the advice nation – wave 7 – from the lang cat
The lang cat’s seventh annual State of the Advice Nation (SOTAN) report published today reveals new optimism amongst adviser firms. SOTAN is one of…
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St. James’s Place partners with Dynamic Planner to provide client risk profiling at scale
St. James’s Place (SJP) has reported today that it has entered into a long-term partnership with Dynamic Planner, the UK’s leading digital…
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Capco – DeepSeek opens the way for financial services firms to pursue new AI approaches
Written by Chris Probert, Partner and Global Head of Data & Generative AI The arrival of DeepSeek’s R1 open-source model has rocked the AI…
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St. James’s Place announces its 7th annual chartered award winners
St. James’s Place (SJP) has announced its seventh Annual Chartered Award winners, recognising individuals and firms within the SJP Partnership that have…
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One size doesn’t fit All: AI is key to helping unlock a £50 billion financial advice opportunity
With the largest generational transfer of wealth expected to take place in the UK by 2050, financial advice firms have the opportunity…
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Financial Services hiring showing green shoots of recovery
Hiring across Financial Services is showing signs of growth for the first half of 2025, pointing to potential green shoots of recovery…


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IFA Talk Podcast – listen to the latest episode
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Evelyn Partners becomes founding partner of Edinburgh Futures Institute’s new financial services hub
Evelyn Partners, the UK wealth management firm entrusted with over £62 billion of assets by its clients, has become the Founding Partner…
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The paraplanner’s path to Chartered: What’s required and is it worth it?
With the New Year well underway, many paraplanners in the UK might find themselves working to achieve new professional resolutions. For those…
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Motherly instincts – women consider children first when thinking about wealth planning, while men prioritise their spouse
Women put their children first when thinking about wealth planning, in contrast to men who are more likely to prioritise their spouse,…
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Great guests, great insights: reminding you of the latest IFA Talk weekly podcasts for advisers – and what’s coming down the line
IFA Magazine’s weekly podcast, IFA Talk, continues to be an essential resource for financial advisers. Featuring thought-provoking content and expert guests, our…
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What do the top wealth management trends of 2025 mean for financial firms? Gareth Wilson, Global Banking Industry Leader at Capgemini tells all…
It’s no secret that the financial services landscape is continuing to evolve quite rapidly. With increased regulation, technological advancements, and shifting client…
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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…