The Protection Distributors Groups (PDG) has announced several board changes following its annual general meeting earlier ...
Good morning and welcome to your Morning Briefing for Wednesday 29 January 2025. To get this in your inbox every morning ...
AJ Bell said it will continue to focus on growing its dual channel platform after adding a further 19,000 customers in the ...
Threesixty has developed a compliance management suite designed to support advice firms of all sizes. The suite, called ...
Iress and CIExpert have partnered to launch a two-way, real-time integration software for advisers. The functionality, an ...
Evelyn Partners has announced that Bahador (Bids) Mahvelati will join the firm in March as chief operations officer. He will ...
Chinese artificial intelligence (AI) start-up DeepSeek which only employs 200 people, has resulted in a member of the ...
Autumn Budget saw the announcement of proposed changes to the pensions landscape to bring unused funds from discretionary ...
The relationship between a financial adviser and a paraplanner is a cornerstone of effective financial planning services. Optimising this collaboration and creating a robust working relationship is ...
Life insurance has been slower than other sectors to make full use of technology - but that could all change in 2025.
Good morning and welcome to your Morning Briefing for Tuesday 28 January 2025. To get this in your inbox every morning click ...
Chief risk officers (CROs) in UK financial-services firms are increasingly shifting from compliance enforcers to strategic ...