Business and Development
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Paradigm Norton shares insights on evolving financial landscape for women
Paradigm Norton Financial Planning, a leading employee-owned financial planning firm, has been spotlighting the evolving financial landscape for women, drawing on insights…
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TISA launches future leaders programme to empower financial services professionals as part of strategic priorities for 2025/26
The Investing and Saving Alliance (TISA) has officially launched its new Future Leaders Programme (FLP) aimed at empowering financial services professionals across…
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Estate planning with heart – how award-winning CFP Rhiannon Gogh’s personal experience led to positive change for vulnerable clients
In 2016, when Rhiannon started researching Special Needs Planning, she was met with many curious looks from the professionals she mentioned it…
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Fidelius takes stake in established IFA, Vobis Ltd
Fidelius, the fast-growing Bath-based IFA firm, has announced its investment into Vobis Ltd, a financial planning business specialising in high-net-worth clients. Fidelius…
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May’s NS&I Premium Bonds millionaires come from Derbyshire and Suffolk
This month’s NS&I £1 million Premium Bonds jackpot winners come from Derbyshire and Suffolk. The first Bond number drawn was 462DR240519 and…
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I’m a clinical expert: Here are eight ways to help your client if you suspect cognitive decline
Written by Beth Yolland-Jones, Clinical Lead at duty of care assessment company Comentis There are three recognised states of cognitive decline; normal…
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Capco – FCA’s new AI testing service incredibly positive but careful design is key for success
Charlotte Byrne, Head of Generative AI at financial services consultancy Capco, comments on the FCA’s latest AI announcement and its implications for the…
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Twice as many paraplanners see their future in paraplanning rather than in advice – the lang cat research finds
Findings published today by the lang cat from its annual State of the Advice Nation (SOTAN) report reveal that paraplanners increasingly view the profession…
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Technology opens the door to more flexible, hybrid advice models, according to ValidPath survey
Technology is playing an increasingly powerful role in enabling Independent Financial Advisers (IFAs) to deliver more flexible, efficient, and personalised advice, according…
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Origo Dashboard Connector completes connection to pensions
Origo Dashboard Connector (ODC) has fully connected to the government’s pensions dashboards ecosystem ahead of the 30 April guidance date. Having successfully passed…
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