Business and Development
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TSB launches latest switching offer worth up to £310 in cash and rewards
From today, customers switching to a TSB Spend & Save or Spend & Save Plus current account can receive £100 upfront, and…
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Oke Eleazu and Maria Herrero-Bullich join Scottish Widows’ Independence Governance Committee
Scottish Widows has announced today that Oke Eleazu and Maria Herrero-Bullich have been appointed to its Independent Governance Committee (IGC). Customer service and…
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New FCA Financial Lives survey shows the pressing need to understand customer vulnerability, says MorganAsh
The release of the FCA’s latest Financial Lives survey, which found that 49% of UK adults have one or more characteristic of…
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Independent Wealth Network 2plan restarts growth strategy
2plan, one of the largest independent networks of financial advisers in the UK (with over 679 advisers and 279 firms) has confirmed…
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AI Fintech Aveni launches first version of FinLLM: the UK’s first generative AI model for UK financial services
Leading UK AI Fintech Aveni has today announced the release of its first iteration of FinLLM – a domain-specific large language model (LLM) purpose-built for the…
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Brooks Macdonald strengthens executive committee with the appointment of Karen Charlery as chief operating officer
Brooks Macdonald today announces the appointment of Karen Charlery as Chief Operating Officer (COO) effective 23 June. She replaces Gavin Neilson who…
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Guest insight | Sparrows Capital’s Millington on why the fixation on fixed fees in financial services should end
A debate around whether advisers should charge fixed fees is re-emerging but, warns Arnie Millington, Head of Business Development at Sparrows Capital,…
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Fixing the letter of authority process with consistency and collaboration – FLAG and Criterion lead the way
The letter of authority (LOA) process has been a long-standing source of frustration in financial services, and despite efforts to streamline it,…
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Aberdeen Adviser reflects on tax year end success and strategic readiness for 2025
With the 2024/25 tax year now closed, Aberdeen Adviser business has taken the opportunity to reflect on the lessons learned and successes…
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Adviser insight: Truly Independent’s Katie Brinsden highlights eight reasons why advisers should embrace innovation
Innovation is no longer a luxury for financial advice firms – it’s a strategic necessity. Katie Brinsden (pictured), Managing Director at the…
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