Good morning and welcome to your Morning Briefing for Thursday 7 November 2024. To get this in your inbox every morning click here. As important as tech is, advisers often tell me how they don’t know ...

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 ...

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 ...

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

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

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

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

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 ...

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

FE fundinfo has acquired Netherlands based Matterhorn Reporting Services, a specialist provider of Alternative Investment Fund Managers Directive (AIFMD) software reporting and managed services.

Good morning and welcome to your Morning Briefing for Wednesday 6 November 2024. To get this in your inbox every morning ...

Scottish Widows is the latest insurer to launch its income protection product on Iress’s The Exchange platform. The new IP product is in addition to Scottish Widows’ existing product offerings on the ...