FinchTech
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Air Academy launches pioneering later life lending factfind training programme
Air Academy has launched the FactFind Learning Programme, in partnership with The Equity Release Council (The Council) and accredited by the London…
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CISI CPD content provides endorsement for pioneering Lifestyle Financial Planning Programme
With growing demand amongst advisers for more meaningful client engagement, the newly CISI CPD-endorsed Lifestyle Financial Planning Programme from Inspiring Advisers offers…
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Quilter Cheviot hires Peter Gorogh as head of proposition
Quilter Cheviot, the discretionary wealth manager, has appointed Peter Gorogh as its new head of proposition. Gorogh will lead Quilter Cheviot’s proposition…
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Rosemount Financial Solutions (IFA) launches new website to support adviser transformation
Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has launched a new website designed to enhance adviser support. The…
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Foster Denovo expands State Street’s mandate, doubling the number of Sequel funds it manages
Foster Denovo today announced the appointment of State Street Global Advisors, the asset management business of State Street Corporation, to manage two…
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94% of advisers involve clients’ family members in financial plans
New research from investment manager, Quilter Cheviot, with the lang cat reveals that financial planners are increasingly emphasising the importance of involving…
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Janus Henderson to manage insurer Guardian’s $45bn investment grade, public fixed income assets in new strategic partnership
The Guardian Life Insurance Company of America® one of America’s largest life insurers and a leading provider of employee benefits, and Janus…
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Birmingham office launched by Hoxton Wealth, company set to undergo recruitment push in region
Wealth managers Hoxton Wealth, has opened its first office in Birmingham. The city’s team will be led by Bobby Sahota, who brings…
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Oxford Risk launches investor personas to enhance personal financial engagement
Oxford Risk, a leader in behavioural finance solutions, has unveiled its pioneering Investor Personas product, powered by its proprietary Behavioural Engagement Technology…
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FOS sets ambitious targets for case resolution in 2025/26
The Financial Ombudsman Service will address significant demand and improve the efficiency of its case resolution processes, according to plans for the year…
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Foster Denovo calls on advisory sector to embrace AI as it launches new tech tools
Financial planning and corporate advisory group Foster Denovo is calling on the financial advice sector to innovate further and embrace the opportunities…
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EV enhances EVPro functionality to help advisers meet FCA sustainable income expectations
Financial services technology provider EV has enhanced the functionality within its EVPro end-to-end financial planning solution to help advisers meet the FCA’s…
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FOS sets ambitious targets for case resolution in 2025/26
The Financial Ombudsman Service will address significant demand and improve the efficiency of its case resolution processes, according to plans for the year…
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Finli continues expansion with five further acquisitions
The Finli Group, the national adviser with over £5bn in assets under advice, has completed five additional acquisitions this year as part…
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Metro Bank launches first AI scam detection tool – results in just minutes
Metro Bank has today become the first UK bank to partner with award winning AI scam detector, Ask Silver – allowing customers to spot scams more…
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Quilter acquires MediFintech to expand NHS pension expertise and adviser support
Quilter plc, the FTSE 250 wealth manager, has enhanced its ability to support healthcare workers with the acquisition of MediFintech, a specialist…
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Chartering new paths – expanding the career potential of paraplanners
When we talk about careers in financial planning, paraplanners don’t always get the spotlight. For all the value they bring, paraplanners have…
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STEP release: global ‘attitudes to Wealth’ report published on attitudes to wealth and tax
STEP, the professional body for trust and estate practitioners, has today launched a major report Attitudes to Wealth – the first STEP survey of its kind…
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AI show down: Is ChatGPT or Copilot the better adviser’s assistant?
AI is rapidly transforming financial services, with tools like ChatGPT and Copilot promising to streamline processes, improve insights, and enhance efficiency. But…
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April policy shake-up: Lawyer warns businesses of costly new fines and rules under new legislation
In the following insights, Daniel McAfee, Head of Legal Operations at Lawhive and a UK lawyer, explores the significant legal implications of…
