Verbatim Asset Management
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AdvisoryAI whitepaper reveals path to triple advice firm valuation through AI-enabled efficiency
AdvisoryAI, winner of the Schroders Outstanding Innovation Award, today released research demonstrating how AI implementation can double adviser capacity and triple firm…
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CISI marks World Financial Planning Day 8 October highlighting the CFP™ mark, the UK’s highest financial planning certification
Amidst UK consumer concern around inflation, interest rates and a potential recession, leading professional body and educational charity the CISI will join…
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Luxury Engagements, luxury weddings, and… luxury divorces? Legal insight for advisers on supporting UHNW clients
Recent news of celebrity engagements – including that of Taylor Swift’s engagement to Travis Kelce – shines a spotlight on the intertwining…
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Carla Brown elected PFS President for second year
Carla Brown will continue as President of the Personal Finance Society (PFS) for a second year, following her reappointment at the most…
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Dynamic Planner strengthens Go-To-Market leadership team to accelerate growth
Dynamic Planner, the UK’s leading digital advice platform, has announced a series of senior appointments across its customer facing teams to further…
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AJ Bell Investcentre launches suite of adviser tools from Mabel Insights
AJ Bell has announced the launch of a new suite of planning tools, developed in partnership with Mabel Insights, now available to…
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Microsoft Excel turns 40: CFOs celebrate the technology’s contribution and predict its future role in finance
Microsoft Excel has turned 40 years old today, marking a milestone age for the trusted spreadsheet software. Initially released on September 30th,…
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Fintel launches standalone distribution platform, Omnicore
Fintel has announced the launch of Omnicore, an intelligent distribution platform designed to provide a strategic conduit between providers and advisers. Launched…
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Vanguard appoints Gillian Hepburn to expand UK adviser solutions offer
Vanguard today announced the appointment of Gillian Hepburn to the role of head of adviser solutions, UK. The appointment reflects Vanguard’s ongoing…
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HSBC UK awarded ‘Advanced’ Mental Health Accessible rating
HSBC UK’s ‘Advanced’ rating is the second of three levels firms can achieve through the Mental Health Accessible programme (the bank reached…
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The art of storytelling for financial advisers: Explaining money like a human
Financial advice is about more than numbers. It is about people, their goals and the stories that help them make sense of…
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Criterion launches new industry standard to streamline investment Letters of Authority
Criterion, the independent integration standards body, has today launched its new Letter of Authority (LoA) Checklist standard for investment products. The new…
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The Flower Group launches analysis solution to help advice firms grow
The Flower Group today announces the launch of powerful all-in-one data analysis tool Growth Centre, designed to support the commercial growth of…
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Fidelity Personal Investing launches ‘Freya’, a conversational AI interface to support customers’ needs
Fidelity International, the investment and retirement business, has announced the launch of ‘Freya’, an innovative AI conversational interface designed to enhance the…
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Nucleus launches CPD learning zone for advisers
Nucleus, the largest independent adviser platform group in the UK with over £100bn of assets under administration, today announces the launch of a new…
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Saturn upgrades pioneering AI meeting notes tool for advisers
Saturn has upgraded its pioneering AI Meeting Notes tool to help advisers summarise and review client meetings, enabling them to be compliant…
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Jupiter hires Piers Hillier as Chief Investment Officer
Jupiter Asset Management announces that Piers Hillier has been appointed Chief Investment Officer to oversee the Group’s investment management teams. Piers will…
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ValidPath research reveals IFA drive for growth amid industry-wide optimism
Independent Financial Advisers (IFAs) are looking ahead with confidence and a strong focus on growth, according to new research from ValidPath, the…
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Equilibrium: Write for the client, not their products
Personal touches can spark stronger client connections. Sam Patterson APFS, Chartered Financial Planner and Head of Delivery at Equilibrium, explains why suitability…
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Aviva Investors’ appointment of a new head of UK Institutional
Aviva Investors, the global asset management business of Aviva plc, announces it has appointed James Edwards as Head of UK Institutional, as…
