The Chartered Insurance Institute (CII) has announced that seven insurance and financial planning firms have achieved ...

Standard Life has completed £250m pension buy-ins with the Halma Group Pension Plan and the Apollo Pension and Life Assurance ...

NextGen Planners has announced that entrepreneur, author, and speaker James Ashford has acquired an equity stake in the organisation. This partnership will accelerate NextGen Planners’ mission to ...

Adviser Services Holdings (ASHL) has sold its national advice business, LYNC Wealth Management to Seven Investment Management ...

People who set life goals are more likely to feel in control and optimistic about the future. However, goals generally tend ...

Close Brothers Asset Management (CBAM) and SEI have agreed a platform technology partnership. The deal includes the adoption ...

Stock markets in the UK and across Europe have rallied after Donald Trump won the US presidential election race. US stocks ...

Good morning and welcome to your Morning Briefing for Thursday 7 November 2024. To get this in your inbox every morning click here. Finding the perfect-fit tech for your firm As important as tech is, ...

Fintech provider Intelliflo has teamed up with estate planning firm Estgro to transform how advisers handle generational wealth planning. The partnership will bridge the gap between financial and ...

Author: Ben Deane, Investment Director, Sterling Investment Grade, Fidelity International The Monetary Policy Committee (MPC) ...

After a recent game left me with a leg in plaster, I spent a lot of time housebound, relying on tech to get me through the working day. This got me thinking about the challenges facing financial advis ...

Technological advancements and rising interest rates are driving a renewed focus on cash, according to Flagstone Group senior partnerships manager Alex Schlee. During a video interview at Money ...