Business and Development
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World Mental Health Day | Global tech giants score lowest on workplace mental health finds CCLA research
As we celebrate World Mental Health Day today, CCLA Investment Management has released its Corporate Mental Health Benchmark Global 100+ research, which…
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Lionesses set to inspire PFS National Conference
England football superstars Beth Mead MBE and Lucy Bronze MBE have been announced to speak at the Personal Finance Society (PFS) National…
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Transact launches new app with intelliflo to simplify contributions and withdrawals
Transact is excited to introduce a new app developed in partnership with intelliflo. The app will make it easier for financial advisers…
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CISI launches Financial Planning Week 2026 calling on all UK financial planners to give their free time to make a difference
Building on the concept of CISI’s Financial Planning Week (FP Week) as an opportunity to give back, CISI has launched Financial Planning Week…
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Why resilience is a strategic asset for advice firms, not a soft skill | Jenny Segal
Resilience isn’t just about grit or ‘toughing it out’, it’s a core strategic asset that drives productivity, retention and long-term business performance.…
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Benchmark partners with amicable to support advisers with wealth transfer conversations
Benchmark Capital (“Benchmark”), a leading provider of financial planning solutions and part of the Schroders Group, has announced a new partnership with…
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A strategic and tactical business development roadmap for financial advisers | David Batchelor, Wills & Trusts Partnership Ltd
David Batchelor, Founding Partner of Wills & Trusts Partnership Ltd and co-founder of the Personal Finance Society, shares the lessons he’s learned…
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From assumptions to acquisition: How advisers are turning feedback into a growth engine | Emily Wastie, VouchedFor
Emily Wastie, Head of Firms at VouchedFor, explains how client feedback is transforming advisory businesses. Firms are using insights from prospects and…
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AI isn’t the threat; ignoring it is | Karen Barrett, Unbiased
Karen Barrett, founder and CEO of Unbiased, examines how digital automation and AI are transforming financial advice. She notes that while advisers…
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Hargreaves Lansdown reaches two million clients and record AUA
Hargreaves Lansdown has reached two million active clients, marking a major milestone eight years after it celebrated its first million in 2017.…
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