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Guardian Wealth Management
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Advise Wise completes API Integration with LV= to enhance user experience with Instant KFIs and direct online applications
Advise Wise, a leading platform for financial advisers, is pleased to announce the successful completion of an advanced API integration with investment,…
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Ninety One appoints Justin Jewell
Ninety One, a global investment manager with £130.2 billion AUM (as at 31.12.24), has today announced the appointment of Justin Jewell as…
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International financial advisory firm Hoxton Wealth announces acquisition of fifth UK IFA in the last twelve months.
International independent financial advisory firm Hoxton Wealth has continued its UK acquisition strategy by completing 2024 with the addition of Darlington-based Family First Financial Services, adding…
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Financial worries impact mental wellbeing for more than half of UK adults, finds Schroders Personal Wealth
A new report from Schroders Personal Wealth (SPW) has revealed that a significant portion of the population is deeply concerned about their finances, with…
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Oxford Risk launches retirement income suitability solution for financial advisers and wealth managers – data provided by Just Group
Increasing regulatory scrutiny of retirement advice in the wake of last year’s thematic review (TR 24/1) has thrown down a challenge to…
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Isio announces senior promotion in Risk Settlement team and new Head of Growth Projects
Isio, one of the fastest growing pensions, investment, reward & benefit and wealth advisory businesses in the UK, has appointed Karen Gainsford…
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How new financial planners can future proof their roles
By James Woodfall and Cliff Lansley The world is rapidly changing as AI technologies advance. Financial planning will change too as clients’…
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The UK’s gender pay gap grows wider for first time since 2021
The latest research from The Global Payroll Association (GPA) reveals that after two consecutive years in which the UK’s gender pay gap narrowed, 2024…
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Scottish Widows Platform maintains highest AKG financial strength ranking
Scottish Widows Platform has maintained its ‘A’ rating, the highest awarded for financial strength, from financial analytics firm AKG. Scottish Widows has…
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Avenir and the lang cat forge industry-first partnership for smarter financial reporting and compliance
Avenir, a leader in AI-driven financial reporting in the UK, and the lang cat through its reg-tech Analyser software, today announce a strategic partnership…
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Transforming the advice and wealth management profession: Davies’ Matt Lonsdale highlights why – and how – advisers must embrace change to thrive
What does the political, economic and regulatory outlook for the next few months mean for wealth managers and financial advisers? Amid so much economic, political, and regulatory upheaval, the wealth management…
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Thistle launches asset migration tool with in-built compliance for UK financial advisers
With over a third of financial advisers in the United Kingdom having changed one or more of their preferred platforms in 2023,…
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abrdn to cut fees on MyFolio Managed range, adopting a more flexible ‘go anywhere’ approach and rebranding to ‘MyFolio Core’
abrdn, the global investment company, is to cut the fee on its abrdn MyFolio Managed range ahead of a suite of changes, all designed…
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Nearly one in four IFAs plan to implement AI into client services in next 12 months
The Prime Minister has just announced Government plans to expand the uses of AI in order to boost growth and efficiency; something…
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Financial services industry must reclaim ‘Finfluence’ in 2025, says new report
Financial services providers must take action to regain their influence over young people’s financial education, according to the latest findings from the…
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FinCalc strengthens partnership with Plannr with new launch button
In a significant step toward streamlining financial advice processes, FinCalc and Plannr have introduced an innovative new feature: the “Launch in FinCalc”…
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Shepherds Friendly partners with TrunkBBI for first TV advert
Shepherds Friendly, the award-winning UK financial mutual with a legacy spanning almost two centuries, is excited to announce the release of its…
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Legal Lens | Stowe Family Law’s Ciara Pugh highlights the unique financial complexities of a HNW divorce
When high-net-worth couples like Fearne Cotton and Jesse Wood part ways, untangling their complex financial portfolios becomes a legal and emotional minefield.…
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What will 2025 have in store for financial services?
As 2025 gets underway, Hugh Fairclough, financial services audit partner, RSM UK gives his take on what may be on the horizon…
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Should the UK government scrap Lifetime ISAs?
By Mike Penny, Wealth Consultant at Simplify Consulting In the 2024 Budget, among the big-ticket news, was the decision by Rachel Reeves…