Short read
-
Lyfeguard joins forces with Adviser Services Holdings Limited to streamline data access for IFAs
Lyfeguard, the innovative SaaS fintech company revolutionising client management and engagement in the financial advisory sector, has partnered with Adviser Services Holdings…
-
Enter STEP’s Financial Advisor Team of the Year!
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If your team or firm…
-
Why businesses must empower women to reach the top of the tech ladder
Written by Sai Bendi, Software Development Manager at Encompass Corporation Throughout the technology sector, women today continue to face hurdles when it…
-
MBS Sector sees sharp move to electronic trading
BondXN, Inc. (https://bondxn.com) reported that mortgage clients traded seven times securities by volume on its electronic platform in 2023, with an increase of…
-
Stamp Duty remains major burden for downsizers
Recoco Property Search, a leading UK buying agency, suggests that Stamp Duty continues to be one of the biggest obstacles that prevents…
-
AI – healthcare needs you! Latest investment note from 7IM
David Freitas, Investment Writer, 7IM, is reflecting on last week’s Budget speech and the announcement of a big chunk of funds being…
-
GBST upgrades its Salesforce based WealthConnect practice management system to enhance adviser efficiencies and client outcomes
London – GBST, a leading global provider of wealth management administration, adviser, and digital technology solutions, has unveiled significant upgrades to its…
-
Podcast #76: SDR labels – the future of the UK sustainability-labelled funds landscape. With Morningstar’s Hortense Bioy
Sustainability is back under the microscope after the FCA recently unveiled its Sustainability Disclosure Requirements (SDR) and investment labels regime for investment…
-
Annual health insurance set for significant growth in coming months
Annual health insurance is set for significant growth this year driven by concerns about NHS waiting lists and continuing doctor strikes. New…
-
Quantum Advisory promotes Darren Wateridge to Principal Consultant in London
Quantum Advisory, the leading independent financial services consultancy, today announced the promotion of Darren Wateridge FIA to the role of Principal Consultant. Darren, who…
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.
