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Fidelity International reveals 2024 personal investing trends: global growth, technology and income strategies lead the way
As 2024 draws to a close, Fidelity International, reflects on a year of shifting market conditions and evolving investor sentiment. Following the challenges of…
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The Openwork Partnership boosts strategic growth plans with new CFO appointment
The Openwork Partnership (Openwork) has announced the appointment of Jennifer Mathias as its new Chief Financial Officer for the group. Mathias joins…
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A year in review; Comentis’ Richard Farr looks at financial vulnerability in 2024 and takes a look ahead to 2025
As 2024 draws to a close, sharing his latest thinking with us, Richard Farr, Non-Executive Director at duty of care assessment company…
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Guest insight | Will wealth management M&A activity increase in 2025? Simplify Consulting’s Carl Woodward tells us why he’s optimistic about further growth
Sharing his analysis on what we might expect to see in 2025, Carl Woodward, Director at Simplify Consulting, tells us why he…
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Pension Lab launches letter of authority performance index (LPI) to help raise industry standards
Pension Lab has today launched the first-ever Letter of Authority Performance Index (LPI) – a pivotal tool to help providers, platforms and…
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Celebrate your successes, urges Origo CEO, as he offers practical year-end tips for advice businesses
With 2025 just around the corner, Origo CEO Anthony Rafferty is urging financial services companies and teams to celebrate their wins from…
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Norman Chambers Joins the Fiducia Commercial Network Team
Fiducia Commercial Network has today (Monday 16th December) confirmed Norman Chambers as their new Executive Relationship Director. The esteemed former Managing Director…
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Strong demand for vulnerable customer expertise as training platform reaches milestone 20,000 completions
The Consumer Vulnerability in Later Life online training provided by Just with content provided by SOLLA, has been completed more than 20,000…
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Focus Business Solutions returns to independence after nearly 14 years following successful completion of MBO
Focus Business Solutions has today announced the successful completion of its management buyout (MBO) from abrdn, marking a significant milestone in the…
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London Foundation for Banking & Finance appoints six-strong leadership team to accelerate increasing financial capability in the UK
The London Foundation for Banking & Finance has announced the appointment of six new senior staff to work alongside CEO Shelley Doorey-Williams…
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United Trust Bank Announces Minority Investment by Warburg Pincu
United Trust Bank (UTB), a leading UK specialist bank, has announced that an agreement has been reached between its majority shareholders and Warburg…
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Sesame Bankhall Group appoints new DA Distribution Director
Sesame Bankhall Group (SBG) today announces it has appointed Claire Cherrington as Directly Authorised (DA) Distribution Director, subject to FCA approval. The…
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Hybrid advice propositions reducing the risk of retirement poverty
New Defaqto research reveals trends in the blend of robo-advice and human interaction, and the leading propositions which advice firms can white…
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St. James’s Place welcomes the publication of the consultation on targeted support reforms for pensions
SJP welcomes the publication of the consultation on targeted support reforms for pensions and looks forward to continuing our collaboration with the…
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Square Mile recognises CCLA Better World Global Equity Fund
CCLA Investment Management, the UK’s largest charity asset manager, has been distinguished by Square Mile Investment Consulting and Research with a Responsible-Positive Prospect rating…
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Adviser insight: Truly Independent’s Katie Brinsden tells us why smoothing the road to consolidation is on advisers’ minds for 2025
With 2025 just around the corner, many advisers will be reviewing their business strategy – including their succession plans. In her latest…
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Quilter names AllianceBernstein as a WealthSelect global partner following appointment on fund
Quilter Investors has today announced it is adding AllianceBernstein to its list of WealthSelect global partners following the appointment of the firm…
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Aegon inputs to HMT Call for Evidence on Financial Services Growth and Competitiveness Strategy
Aegon has responded to the HMT Call for Evidence on its Financial Services Growth and Competitiveness Strategy, which closes 12th December. Aegon is…
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Government must raise minimum pension contributions to “avoid pensions timebomb”, says TILLIT
UK investment platform and pension provider, TILLIT, is calling on the Government to raise minimum pension contributions to tackle Britain’s looming retirement…
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The evolution of Paraplanners: Mentorship, motivation and success strategies with Sam Patterson
In the often fast-paced and high-pressure world of financial services, in many cases, paraplanners are working behind the scenes, translating complex financial…