Financial Advisor Team
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Man Group’s Jonathan Golan wins FE fundindo’s alpha manager of the year – again
Named as Best New Alpha Manager in 2024, 2025 marks Golan’s second consecutive year receiving top honours FE fundinfo, the leading financial…
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UK-listed companies step up on mental health, but half still fail to deliver
UK companies are increasingly taking action on workplace mental health, following pressure from investors managing $10.2 trillion (£7.7 trillion) in assets. But…
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What’s next for advice? Succession’s Graham Nicoll on culture, consolidation and closing the gap
In an ever-evolving world of financial advice, change is the only constant. Whether it’s the wave of consolidation reshaping the advice landscape,…
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The AI paradigm shift: How AI is fundamentally redefining business operations, competition, and growth
As AI accelerates from niche innovation to foundational infrastructure, financial advisers must understand the transformative impact this technology is having across industries…
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Study reveals accountants and financial advisers lose out as clients struggle to pay fees
Accountants and financial advisers increasingly are seeing clients struggle to pay their fees with a knock on effect on their cashflow, new…
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Leicester financial services firm secures significant private equity backing
August Equity has added a fast-growing financial services firm to its portfolio, in a deal supported by FRP Corporate Finance. Headquartered in…
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First Wealth appoints Jess Biggs to launch Sports and Entertainment division
First Wealth has appointed Jess Biggs to lead its new Sports and Entertainment division. Biggs joins from Evelyn Partners, bringing specialist experience…
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Women are 45% more likely to have inherited assets as the Great Wealth Transfer accelerates
LONDON, 10 June 2025 New research from Unbiased shows that female financial advice seekers are 45% more likely than men to have…
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Oakglen Wealth acquires Homebuyer Financial Services Limited
Jersey, 10th June 2025 — Oakglen Wealth Holding (Jersey) Limited (“Oakglen Wealth”), part of Oakglen Group, has acquired Homebuyer Financial Services Limited (“HBFS”),…
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How platforms can help soothe the nerves of advisers and their clients | Guest insight from Novia Global’s Linda Johnstone
In a climate of persistent market uncertainty and negative headlines, Linda Johnstone, Head of Investment Proposition at Novia Global, explores how platforms…
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Quilter Cheviot CEO to step down later this year
Quilter plc announces that, after 31 years with the business, Andrew McGlone will step down from his role as Chief Executive of…
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Entries open for 2025 CII New Generation Programme
The Chartered Insurance Institute (CII) 2025 New Generation Programme is now open for entries, offering 50 up and coming professionals from across…
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intelliflo announces the launch of new advice solutions: intelliflo IQ and intelliflo video
intelliflo has announced today, in Nick Eatock’s plenary session at its annual customer conference, that ‘intelliflo innovate’, has launched of two powerful…
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Dynamic Planner launches Advice 2025 – an independent industry health check
Digital advice platform, Dynamic Planner, has reported the launch of Advice 2025, a brand-new independent survey undertaken with over 400 advice professionals…
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Yorkshire BS is UK’s most productive mutual – as UK’s most efficient building societies are ranked
Yorkshire Building Society is the most efficient in the UK according to new research from fintech Target Group. The analysis, conducted by…
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Aegon enhances adviser experience with new features to help avoid ‘foreseeable harm’
Aegon, one of the UK’s largest pension and investment providers, is pleased to announce the enhancement of its service offerings through the…
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M&G Investments appoints Neil Godfrey as Global Head of Client Group
M&G Investments today announces the appointment of Neil Godfrey as Global Head of Client Group to lead all distribution, marketing and client…
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Is the CISI’s gold standard Certified Financial Planner™designation worth the climb? We hear from four financial professionals who have gone for gold…
When it comes to carving out a successful career in financial planning, there are several professional qualifications to choose from. But ask…
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Parmenion group reports growth surge and doubling of platform flows
Parmenion today announces its full-year results for the year ending December 2024 reporting robust financial and operational performance. The annual report and…
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Moneyinfo and ZeroKey partner to accelerate data access and integrations for advisers
moneyinfo, the leading client portal and app for wealth management and financial planning firms, has partnered with ZeroKey to simplify and accelerate adviser access…
