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Financial Advisor Team
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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…
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Dynamic Planner appoints Rowan Whittington as Growth Director for Tram to drive digital advice transformation
Dynamic Planner has appointed Rowan Whittington as Growth Director for Tram, marking a significant step in its mission to revolutionise digital engagement…
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The Personal Finance Society (PFS) announces 2025 Roadshows
The Personal Finance Society (PFS) has announced a programme of Roadshows to be held across twenty-four locations throughout the UK in 2025.…
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atomos appoints Joshua Gennet as Head of Investments
atomos announces the appointment of Joshua Gennet as Head of Investments. Gennet, who has held roles in derivative trading, portfolio management, risk…
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Scottish Widows Platform integrates ATEB Suitability to simplify adviser reporting
Scottish Widows Platform is now connected with ATEB Suitability, an easy-to-use, intelligent suitability report writing software which simplifies, automates and centralises reports…
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abrdn announce key appointments in Multi Asset and Alternatives team
Today abrdn have announced some personnel changes in its multi asset and alternatives leadership team which, the asset manager says, is drawing…
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CEOs are focusing on cost cutting rather than improving diversity, finds Reboot Race to Equality: UK Financial Services 2024 report
The Black Lives Matter movement sparked a positive change four years ago and had a huge influence on Financial Services businesses’ commitment…
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Barnett Waddingham announces Baroness Helena Morrissey as Non-Executive Chair
Barnett Waddingham (BW), a leading independent professional services consultancy, today announces the appointment of Baroness Helena Morrissey as Non-Executive Chair of its…
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Fidelity International appoints new Chair of Fidelity Master Trust
Fidelity International has announced the appointment of Mark Cliff as a new Trustee of the Fidelity Master Trust (FMT) from 6 January…
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Investors willing to invest +2.6% in companies with a strategic CFO
New data from OneStream’s Finance 2035: Return to Investment report reveals a shift in investor expectations – looking to CFO competence over CEO competence…
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Congratulations to Unbiased founder, Karen Barrett, on winning the Great British Entrepreneur of the Year award
We’re delighted to report that Karen Barrett, founder and chief executive of Unbiased, has been announced as the Great British Entrepreneur of…
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Evelyn Partners announces sale of Professional Services business to funds advised by Apax
Evelyn Partners Group Limited (“the Group”) announces it has reached a binding agreement to sell its Professional Services business to funds advised…
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Why HR has become more of a target for cyberattacks
An email titled ‘Job Application’ lands in your inbox. Naturally, you open it and click on the attachment marked ‘CV’. The next…
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MKC Wealth acquires Stockport and Urmston IFA firms
MKC Wealth, the independent wealth management firm backed by Cabot Square Capital, has announced the acquisition of Stockport-based IFA Warr & Co…
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AI trust gap splits UK wealth managers and their clients – Avaloq
The majority of UK wealth managers view artificial intelligence (AI) as a critical to shaping their future operations, but clients still lack…
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Over one-quarter of advisers report spending up to 100 hours on the phone with underwriters each year, according to iPipeline
iPipeline, a leading provider of comprehensive and integrated digital solutions for the life insurance, pensions, savings, and investment markets in the UK,…
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Barnett Waddingham announces Baroness Helena Morrissey as Non-Executive Chair
Barnett Waddingham (BW) has announces the appointment of Baroness Helena Morrissey as Non-Executive Chair of its Management Board, effective from 1 January…
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No sign of demand for PCST services slowing down: efficiency and end-game expertise amongst the factors driving further growth of sole trustee appointments in 2025
A resounding majority (93%) of pensions consultancies expect to see a further surge of Professional Corporate Sole Trustee (PCST) appointments over the…