National Financial Planning Week
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M&G Investments appoints Martin Kwiatkowski as Director of Operations
M&G Investments today announces the appointment of Martin Kwiatkowski as Director of Asset Management Operations, reporting to Chief Operating Officer, Richard Godfrey. …
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Adviser insight | Does financial advice really add value? You bet it does, says Truly Independent’s Katie Brinsden
While financial advisers will know there’s a world of difference between investing and gambling, clients often don’t. In her latest blog for…
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Introducing five newly chartered corporate firms
Five insurance and financial planning firms have achieved Chartered Insurance Institute (CII) Chartered status in the second quarter of 2025. Chartered status…
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Twenty7tec integrates with FinCalc to boost adviser planning
Twenty7tec has announced the next step in the evolution of its innovative CRM system. The leading financial adviser platform has rolled out the first…
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5 challenges advisers face in first client meetings (and how to overcome them) by Melissa Kidd
Melissa Kidd is Director of Motem Ltd and has done some fascinating research into the challenges which advisers report having in conducting…
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Dynamic Planner launches Connected, a new podcast for the investment and advice industry
Dynamic Planner, the UK’s leading digital advice platform, is set to launch ‘Connected’ a brand-new podcast designed to inform, inspire and connect…
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1 in 3 financial advisers believe they could take on 20+ more clients if their systems were fully integrated
FE fundinfo, the leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, has revealed nearly a…
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Over three quarters of advisers want to grow their assets under advice – new guide reveals biggest growth enablers
Today, NextWealth and Aegon have launched a new guide to support financial advisers in growing their business, entitled Organic Growth for Financial Advice…
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PFS announces £1million investment in talent initiatives for financial planning profession – 23 July 2025
At an event held in central London today (23 July 2025), Carla Brown, President of the Personal Finance Society (PFS), announced a…
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Dynamic Planner sees record £100bn client holdings as consumer duty marks 2nd year
Ahead of the 2nd anniversary of Consumer Duty on 31st July, Dynamic Planner, the UK’s leading digital advice platform, now has a record £100bn…
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New research provides key insights on the future of advice and demand for new advice services
New insights from AdviserSoftware.com’s “Building the Business Case for Digital Advice” study shows these conclusions have been reached by understanding consumer preferences considered by…
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Built by advisers, for advice professionals – Pilot practice management system launches to help fix financial planning from the inside out
Pilot practice management system launches to help fix financial planning from the inside out! A new UK-built practice management software firm has…
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7IM overhauls transfers as part of major platform transformation
7IM today announces a major overhaul of its transfer process, marking a key milestone in its multi-million-pound, multi-year investment into its award-winning…
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Advice gap between genders is narrow — but not closed, as the Great Wealth Transfer continues
New research by Unbiased confirms the advice gap between men and women still persists — though it’s narrower than expected. A survey…
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93% of female financial planners would recommend the role to others
93% of women surveyed who are currently or have previously been in the financial planning role would recommend it to other women, according…
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Stuart Breyer, CEO of mallowstreet explores how AI is helping mitigate client anxiety
In this article, Stuart Breyer, CEO of mallowstreet explores how AI can help flip the balance, easing the burden of admin and…
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Young people call for change: 84% of kids and teens want to see financial education on the new national curriculum, according to GoHenry research
Young people have made it clear they want to learn more about money in school, as new research published today by GoHenry, the…
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TIME Investments hires Madeleine Ingram as Head of Strategic Partnerships
TIME Investments (“TIME”), which specialises in income-producing funds investing in real assets along with tax-efficient investments, has hired Madeleine Ingram as Head…
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Calling all POWER Planners – Sam Patterson, Equilibrium FP, highlights the PFS POWER initiative and how you can get involved
What is financial planning? Ask a room full of financial planning professionals, and you’ll likely receive a variety of answers. Each planner,…
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Guest insight | Acuity Knowledge Partners’ Devireddy highlights how tech is reshaping asset management due diligence
In this analysis, Sailaja Devireddy, Global Head of Financial Marketing Services, Acuity Knowledge Partners, looks at digital due diligence platforms – the…
