money
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Advisers’ role in fraud prevention by guiding clients through the threat of cloning scams | Damian Davies, The Timebank
Cloning scams are now the biggest fraud threat to investors, with £2.7m lost in late 2024. The IA is urging vigilance, while…
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Fairstone announces Steven Cooper CBE as new Chief Executive Officer
Fairstone Group announces today that it has appointed Steven Cooper CBE as its new Chief Executive Officer. The move is set to…
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AJ Bell Investcentre partners with Woven Advice to simplify adviser platform switching and onboarding
AJ Bell Investcentre is pleased to announce its partnership with adviser software firm Woven Advice, making platform switching and bulk migrations quicker…
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Dr Simon Porter joins Blackfinch Ventures as Principal
Blackfinch Ventures announces the appointment of Dr Simon Porter as Principal, reinforcing the commitment to a multidisciplinary team that can support founders…
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Lifetime joins Tavistock following strategic acquisition
Lifetime, a financial management and wellbeing company, has announced its strategic acquisition by Tavistock, the national financial services group with a focus…
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Scottish Widows extends Origo’s Unipass Letter of Authority across its business
Scottish Widows has partnered with Origo to enhance its letter of authority process for advisers across its business, which will cut turnaround…
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PFS Autumn Roadshow explores AI in wealth management
The Personal Finance Society (PFS) 2025 Autumn Roadshow began with its first event in Surrey on Thursday, the first of a series…
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AFH announces two key appointments to drive launch of new Partnership proposition as it enters next stage of strategic growth
Leading UK financial advice firm, AFH Wealth Management, has made two new senior appointments to support the next phase of its ambitious…
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Unbiased: Client acquisition tops adviser priorities but tech adoption remains slow
New research by Unbiased Pro, the UK’s leading financial advice platform, reveals that client acquisition is the leading business priority for the next…
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FCA data shows sharp contraction in UK financial services workforce as AI, regulation, and market pressures reshape the sector
New analysis of FCA permissions data reveals a sharp contraction in UK financial services, with regulated roles falling across almost every permission type…
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Launching new AI empowered training and development software
Training and Competence (T&C) supervision has always suffered from ‘swivel chair compliance’ with supervisors and auditors using disparate resources such as check…
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Angela Rayner’s tax regret highlights adviser lessons on professional negligence
Written by Jemma Brimblecombe (Partner) and Elliot Grosvenor-Taylor (Senior Associate) in the Professional Negligence team at Kingsley Napley LLP The headlines around…
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Kathryn Mansell appointed Head of Corporate Finance at Old Mill
South West financial experts Old Mill have announced the appointment of Kathryn Mansell as Head of Corporate Finance. Kathryn’s promotion reflects Old…
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Planning for the April 2026 business property relief changes – what do advisers need to know?
Written by Neal Lees, Director, and Richard Pott, Senior Manager – Buzzacott From April 2026, the rules on passing on a business…
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How AI is making financial advice smarter and scalable | Stu Breyer, mallowstreet
In his latest blog for IFA Magazine, Stu Breyer, CEO of mallowstreet, the B-Corp insights network behind SOFI, a proprietary AI tool…
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Cutting through the chaos to help advisers take back control of their tech | Nick Ryan and David Mills, Pilot Financial Systems
Frustrated by clunky, disconnected systems, advisers Nick Ryan and David Mills decided to build the solution they wished they’d always had. With…
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
Octopus Investments announces the appointment of Erin Platts as Chief Executive Officer of Octopus Investments, subject to regulatory approval from the Financial…
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7IM unveils powerful new Digital Reporting feature for advisers
7IM has launched the first phase of its next generation reporting suite, designed to give advice firms using its platform faster, smarter…
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Iress teams up with Aviva to deliver fully online application process
Iress has partnered with Aviva to launch its new Guaranteed Fixed Term Income Plan, now available through a seamless online annuity quote…
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Inheritance on divorce: Legal expert shares update on recent changes
As the number of people depending on inheritances grows, recent guidance from the Supreme Court has clarified how courts will treat inherited…
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