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Business and Development
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The strategic impact of paraplanners – moving beyond support roles
Paraplanners are now often seen as the backbone of financial advice firms, providing essential research, technical analysis, and report writing. But their…
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Close Brothers Asset Management changes name to TrinityBridge
Close Brothers Asset Management has announced its new name: TrinityBridge, following completion of the sale by Close Brothers Group. As TrinityBridge, the…
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Royal London reveals 2.3m customers to share in £181 million ProfitShare payout as part of FY24 results announcement
Royal London has this morning announced its FY24 results. Royal London is the UK’s largest mutual life, pensions and investment company, popular…
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More than two-thirds of financial planning firms confident about growth over next 12-months
Financial planning firms in the UK have a positive outlook for growth in the coming 12-months, according to the inaugural Financial Planning Growth…
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Unbiased connects UK financial advisers to £37 billion of assets in 2024
Unbiased, the UK’s leading platform for matching people with qualified financial experts, has reported a strong 2024, with financial advice enquiries worth…
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Ten signs it’s time to sell your IFA firm
Is now the right time to sell your IFA business? With the IFA market currently experiencing high valuations and strong demand, deciding…
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Financial Services starts 2025 strong with rising customer satisfaction – Smart Money People’s Trueman tells us why
January brought a surge in financial services satisfaction, with scores climbing across products. But to sustain momentum, providers must tackle lingering pain…
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Are you using online enquiry forms in your IFA business? If so, MoneyPenny’s Hannah Stringer highlights a practical solution
You’ve done your research, filled in an enquiry form on a business website and explained what you need, and then…. well, nothing.…
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RLAM Appoints Lee Hollingworth as DC and Retirement Proposition Director
Royal London Asset Management announces the appointment of Lee Hollingworth as DC and Retirement Proposition Director. In this newly created role, Lee…
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Isio analysis finds thousands of companies yet to report their Gender Pay Gaps as deadline looms
With International Women’s Day taking place this Saturday, ISIO issues a timely reminder about the need for action on Gender Pay Gaps …
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