personal finance society
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Rosemount Financial Solutions continues growth with new advisers
Rosemount Financial Solutions (IFA), the mortgage, protection, and financial planning network, has continued its strong growth trajectory into 2025, welcoming seven new…
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Industry standard developed to transform platform account opening for advisers
Advisers will experience significant time savings and enhanced client service due to the development of Criterion’s new Platform Account Opening (PAO) Standard. …
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Rathbones Asset Management appoints specialist to multi-asset team
Rathbones Asset Management Limited (RAM), has appointed Thomas Whitfield as the investment specialist for the Rathbone Multi-Asset Portfolio fund range. He will…
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Origo enhances Unipass Transfer Tracking as service hits over 20,000 pension transfer searches
Over 20,000 pension transfers have been searched for by advisers on Origo’s recently launched Unipass Transfer Tracking portal, as further enhancements are…
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Finding your study strategy for professional qualifications – we offer practical tips for advisers and paraplanners studying for exams
Let’s face it—balancing a career in financial advice with the demands of professional exams can sometimes feel like juggling chainsaws on a…
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Adviser optimism surges as Consumer Duty and tech-driven strategies strengthen business outlook finds FE fundinfo adviser survey
81% of advisers favour integrated systems over multiple “best of breed” solutions, according to FE fundinfo’s 2025 Financial Adviser Survey FE fundinfo,…
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Signs your business has been hacked amid retailer cyber attacks
Tech expert reveals four key hacker warning signs amid Co-op, M&S and Harrods cyber attacks Three major retailers in the UK have…
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Adviser satisfaction reaches record highs, with Transact clinching the highest accolade
A recent study of approximately 900 advisers by research firm Investment Trends shows that adviser satisfaction with platforms has reached a record…
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Saturn’s co-founders discuss the future of financial advice in an AI-driven world
AI – it’s the buzzword on everyone’s lips, and the financial advice sector is no exception. In a recent episode of IFA…
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ValidPath launches new website – supporting IFAs across their entire business lifecycle is essential
ValidPath, the network for Independent Financial Advisers, is today launching its evolved brand identity and newly designed website. In doing so it…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
IFA Talk Podcast – listen to the latest episode
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Cazenove Capital receives two key accolades at the 2025 Citywealth Magic Circle Awards
Cazenove Capital, the wealth management business of Schroders in the UK, has been announced as the winner of two accolades at the Citywealth…
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Investec arranges £54.6 million loan for two office to residential conversion projects
Investec Bank plc (Investec), a leading international financial services provider, announces that its Real Estate team has provided Signal Capital Partners, a…
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Financial services leaders outline four key pillars to unlock UK growth potential
A new report from PIMFA, UK Finance and KPMG UK has revealed opportunities for how the government can further support the UK’s…
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Octopus doubles down on Seccl, with new investment in reshaped management team
Seccl, the embedded investment platform, is preparing for dramatic expansion on the back of further investment from Octopus in a reshaped management…
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DFM Firm Sparrows Capital expands business development team
Evidence-based investing pioneer Sparrows Capital has hired James Denton as a Business Development Manager. This is the DFM firm’s third BDM hire this year…
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TSB launches latest switching offer worth up to £310 in cash and rewards
From today, customers switching to a TSB Spend & Save or Spend & Save Plus current account can receive £100 upfront, and…
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Oke Eleazu and Maria Herrero-Bullich join Scottish Widows’ Independence Governance Committee
Scottish Widows has announced today that Oke Eleazu and Maria Herrero-Bullich have been appointed to its Independent Governance Committee (IGC). Customer service and…
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New FCA Financial Lives survey shows the pressing need to understand customer vulnerability, says MorganAsh
The release of the FCA’s latest Financial Lives survey, which found that 49% of UK adults have one or more characteristic of…
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Independent Wealth Network 2plan restarts growth strategy
2plan, one of the largest independent networks of financial advisers in the UK (with over 679 advisers and 279 firms) has confirmed…
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AI Fintech Aveni launches first version of FinLLM: the UK’s first generative AI model for UK financial services
Leading UK AI Fintech Aveni has today announced the release of its first iteration of FinLLM – a domain-specific large language model (LLM) purpose-built for the…
