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rebecca taylor
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FCA confirms commercial Pensions Dashboards rules but firms in the dark on timescale for delivery
The FCA has today published the rules firms must follow when designing and operating a commercial Pensions Dashboard. Last month Emma Reynolds,…
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CII reveals seven newly Chartered corporate firms
The Chartered Insurance Institute (CII) has announced that seven insurance and financial planning firms have achieved Chartered status over September and October.…
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The opaque ceiling: only half of British employees know what their company board does
All stakeholders have a role in the success of a business, but employees play a unique role in the performance of a…
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It doesn’t matter what vulnerability training or policies advisers have in place if identification isn’t right to start – says Comentis’ Jonathan Barrett
A recent Chartered Insurance Institute (‘CII’) White Paper has urged firms to have a more robust understanding of vulnerability for their customer base. It…
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Trump victory could adversely affect UK expats living in the US, financial advisory firm warns
UK expats living in the United States will be looking cautiously at the position that the incoming Trump administration may take ontaxes,…
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Why investors need to be aware about the rise in Climate Litigation
By Aliénor Legendre, Research Associate at MainStreet Partners As the urgency to address climate change intensifies, the number of climate-related lawsuits is…
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Before AI met wealth management & the tech challenges we forget about
By Fraser Stewart, Co-founder of Lyfeguard In October 2022, the term “artificial intelligence” was barely a whisper in the public consciousness. Though…
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2.9 million teens bring finance to the dinner table
As the cost of higher education, housing and living expenses remain high, teens are becoming more switched on the importance of finances…
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One Four Nine Group acquire Nottingham-based Castlegate Capital
Independent, nationwide financial advice and investment management firm One Four Nine Group has acquired Nottingham-based Castlegate Capital, an independent chartered financial planning…
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2024 US Election First Look – Franklin Templeton
In what follows, Stephen Dover, Chief Market Strategist, Head of Franklin Templeton Institute offers a first look at the unfolding outcome of…
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Washington Watch: Economic Impact of Trump vs. Harris
By Libby Cantrill, PIMCO head of U.S. public policy What looks to be one of the closest presidential races in modern history…
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Brooks Macdonald announces the acquisition of CST Wealth Management to continue growth in financial planning
Brooks Macdonald, a leading wealth management firm, today announces the acquisition of CST Wealth Management, the Chartered financial planning firm based in…
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Financial Services in an AI Era
Artificial intelligence (AI) is everywhere, reshaping industries left and right. For financial services, it’s a mix of excitement and caution—especially as this…
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Quilter Cheviot hires Colin Rowe as new head of advice
Quilter Cheviot, the high net worth division of Quilter, has today announced the appointment of Colin Rowe as head of advice, subject…
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TorFX announced as Fiducia Commercial Network’s latest Plug-in Service Partner
TorFX, a leading provider of Foreign Exchange and bank-to-bank currency transfer services, is announced as Fiducia Commercial Network’s latest Plug-in Service partner. …
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7IM acquires ASHL’s Rockhold Asset Management to expand its investment proposition
7IM has today announced it has agreed to acquire Rockhold Asset Management. This strategic acquisition is set to complement 7IM’s existing investment…
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What’s Paralysing UK Finance Decision-Makers With Fear?
New research released today, by UK accounting software provider iplicit, has revealed that the fear of losing historical financial data is the major barrier…
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PSIG launches petition to support Pension and Investment Fraud victims
The Pensions Scams Industry Group (PSIG), which was established in 2014 to help protect pension scheme members from scams, today launched an…
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Scottish Widows Fintech School opens doors to class of 2024
Scottish Widows is due to induct the second wave of future tech stars today at its Dundee Tech School, following the success…
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Rosemount Financial Solutions (IFA) celebrates strong quarter of adviser growth
Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has seen a swathe of advice firms join its ranks over…