Short read
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Fintel launches industry first connected tech and workflow platform; Fintel IQ
Fintel IQ has broken new ground in the provision of technology and workflow solutions for the intermediary advice market. The Fintel IQ…
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Compliance and Training Solutions (CATS) Unveils Groundbreaking Conference Exclusively for Paraplanners
On 26th June 2024 Compliance and Training Solutions (CATS), an established compliance services provider for nearly 20 years, supporting Financial Planners and Paraplanners, proudly announces…
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Buckinghamshire Building Society bolsters prime residential and BTL product ranges
Buckinghamshire Building Society has bolstered its prime residential and buy-to-let product ranges through the introduction of two new five-year fixed rate products…
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Entries open for the PFS Personal Finance Awards 2024/25
The Personal Finance Society (PFS) Personal Finance Awards 2024/25 are now open for entry. Recognising excellence across the personal finance profession, the…
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The world is getting older, and investors need to pay attention
Moz Afzal, Chief Executive Officer of EFG Asset Management addresses a topic of much industry debate and in a recent conversation with…
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AIC expands investment trust research for investors
The Association of Investment Companies (AIC) has expanded its research offering for investment trust investors. Research from various providers is now available on…
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Virtual inclusivity and the Gen-Z investor: The changing face of AGMs
Written by Peter Fowler, COO at Lumi It’s crucial for any issuer to have their ear to the ground when it comes…
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Are you prepared for PIF changes? The clock is ticking…
By Gavin Sharpe, associate director, financial services, RSM UK In late 2023, the FCA announced it was changing the way Personal Investment…
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Overcoming investment worries crucial for clients’ long-term wealth
Written by Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) Advisers play a crucial role in supporting their clients in improving their…
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Movera set to grow its conveyancing teams by over 100
Major home moving group Movera is set to grow its conveyancing teams by over 100 this year as part of its overall…
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