Business and Development
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Plannr & AdvisoryAI launch integration
AdvisoryAI, award-winning AI platform for financial advisers, and Plannr, a trusted leader in financial adviser technology, has gone live with an integration…
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Advisers to benefit from ZeroKey integration with Transact
ZeroKey, a web app dedicated to eliminating manual data entry for financial advisers, has successfully integrated with Transact’s new Account Opening API, which will…
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OneFamily celebrates fifty years of inspiring better futures
OneFamily has been owned by its customers, and growing their financial wellbeing, for fifty years on May 13th. The Brighton-based financial services…
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Just Group improves death benefit options on innovative secure lifetime Income solution
Retirement specialist Just Group has unveiled changes to the options available on its Secure Lifetime Income (SLI) retirement income solution to give more flexibility on legacy…
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Aegon announces biometric advancements in customer verification process
Aegon has advanced its customer verification process using biometric technology, enhancing the user experience with faster and more convenient identity checks. In…
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The power of people: how culture and trust shape successful IFA acquisitions
For over two decades, AFH Wealth Management has been steadily acquiring IFA firms, building a business that prioritises long-term stability, strong cultural…
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AI replaces financial advisers’ most hated task
AdvisoryAI, award-winning AI platform for financial advisers, and Plannr, a trusted leader in financial adviser technology, has gone live with an integration…
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Flagstone appoints former MoneySupermarket executive Darren Bentley as Chief Growth Officer
Former Chief Customer Officer for MoneySuperMarket and MoneySavingExpert has joined Flagstone, the UK’s largest savings platform* and the fintech engine behind the…
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Simplify Consulting hires Premier Miton’s Louise Greig to be COO
Financial Services consultancy firm, Simplify Consulting (‘Simplify’) has appointed Louise Greig in the newly created role of Chief Operating Officer (COO). Starting in September 2025, Louise joins from Premier Miton…
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JM Finn hires Charity Specialist
Prior to joining JM Finn, Rorie spent nearly 9 years at Newton Investment Management, latterly as head of Charity Clients. Prior to…
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