Short read
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Quilter Cheviot launches investment proposal tool to streamline advisers’ processes
Quilter Cheviot has today announced the launch of an investment proposal tool to better support advisers with the promotion and implementation of…
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Investment strategies, challenges, and clients’ interest in tax-efficient investments – industry professionals share their insight
At GBI Magazine, we once again aimed to determine the industry’s thoughts on range of topics that are widely being discussed within…
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2025 must be the year that the Government supports shared ownership
Written by Peter Hawley, Director of SOWN, (part of Leaders Romans Group) One of the greatest omissions from October’s Budget was support for first…
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Gold investors end 14 months of profit-taking as price snaps record run
Gold’s first monthly price drop since June saw Western investors buy more gold than they sold in November, snapping 14 months of…
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Rosemount Financial Solutions (IFA) puts focus on technology with new hires
Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has bolstered its ranks with a series of new hires aimed…
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Smart Money People’s H2 2024 Mortgage Lender Benchmark records joint 2nd highest satisfaction rating ever by brokers across all lending sectors
Smart Money People, the UK’s most comprehensive financial services review site, has released its H2 2024 Mortgage Lender Benchmark covering mortgage broker opinions on…
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Avaloq and Quadient Partner to Elevate Client Communications for Financial Services
Avaloq, a leading provider of software and services for banks and wealth managers, integrates Quadient Inspire as the standard CCM solution for…
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OMS enhances payment flexibility with Lopay
OMS has announced a new integration with Lopay which offers access to a low-fee payment solution that enhances payment flexibility and provides…
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Maven Cognition launches EIS fund targeting 3x returns
Fund launch follows Maven’s acquisition of EIS manager Newable Ventures Maven Cognition, a subsidiary of Maven Capital Partners (“Maven”), today announces the…
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2025 trends | the impact of generative AI from a tax technology and finance expert
On the 30th November, ChatGPT reached its second anniversary. As we approach the end of 2024 it’s the perfect time to reflect…
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