Short read
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Quilter Financial Planning appoints senior relationship manager to enhance AR development
Quilter Financial Planning, the advice network, has announced the appointment of Joanne Bean as a senior relationship manager. She joins after spending…
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Nottingham Building Society launches innovative mortgage solution for foreign nationals to meet broker demand
Nottingham Building Society is today launching an innovative mortgage solution designed to support the growing number of foreign nationals who work in…
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The most important sale for financial advisers…is themselves
More and more often, advisers are having to achieve the ultimate sale to clients, themselves. The rise in popularity of DIY investment…
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Marcus Evans: Private Wealth Management Summit 2024
We are excited to announce that the Private Wealth Management Summit returns in June 10-12 at Encore Boston Harbor Boston, MA, USA!…
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Boardroom leadership needed to manage AI risks and drive trust
Chief executive officers (CEOs) and chief financial officers (CFOs) need to build trust in artificial intelligence (AI) by taking steps in their…
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St. James’s Place appoints Director of Investment Products
St. James’s Place (SJP) announces the appointment of Kunal Oak as Director of Investment Products. Kunal will be responsible for building and…
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LiveMore’s mortgage Matching Engine boosts borrowing
New data reveals that intermediaries using LiveMore’s Matching Engine secure a 41 per cent uplift in the loan amounts they can offer…
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How and why advised clients’ financial wellbeing differs to that of the general public by Louis Williams, Dynamic Planner
Consumer Duty has raised the bar when it comes to the depth to which advisers must assess clients’ vulnerabilities. In this analysis,…
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M&PI Podcast #8: The importance of having a survey when buying property with Matthew Cumber
Buying a property involves so many complexities and costs as advisers and brokers will know only too well. However, awareness and education…
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Advisers urged to take action ahead of consumer duty deadline
The Equity Release Council (the Council) is reminding advisers of their responsibilities under the next phase of the FCA’s consumer duty, which…
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