资讯

Life insurance broker Reassured has partnered with the behavioural science consultancy Unconventional Wisdom to improve customer experience. The partnership is focused on providing Reassured customers ...
Zurich has become the seventh insurer to join the CIExpert Income Protect Insight Zone. It joins a growing list of insurers who recognise the importance of equipping advisers with easy access to ...
The Financial Conduct Authority is “failing to harness innovation”, especially artificial intelligence, to help close the advice gap, EV managing director Chet Velani has warned.
Christine Elliott has stepped down from her role as chair of the Personal Finance Society (PFS), with immediate effect. The PFS Board has announced that president Carla Brown has replaced her.
The Grand National emotional rollercoaster mirrors my decade-long attempt to get the government to simplify the Isa landscape – a campaign that, despite good intentions and the odd glimmer of momentum ...
The Financial Conduct Authority is probing banks on their bereavement and power of attorney policies and its impact on ...
Technical sustainability compliance specialist ESG Accord has launched a free-to-access course examining sustainability in the investment advice process. The course is available to all UK financial ...
Corbel Partners has completed the acquisitions of seven advice businesses in the first quarter of this year. The financial advice network said six of the seven acquisitions were from its internal ...
Paul Abberley, chief executive of Raymond James Wealth Management and Charles Stanley, has announced he is leaving the business with immediate effect.
Good morning and welcome to your Morning Briefing for Tuesday 15 April 2025. To get this in your inbox every morning click here. Tatton net flows increase by £3.7bn as board chair retires Tatton Asset ...
After years of steady progress on corporate diversity, a growing political pushback – particularly in the US – is creating new challenges for any company that has long championed more inclusive ...
Tatton Asset Management has reported an increase in net flows of £3.687bn for this financial year. This is an increase of 60.1% rise on prior year net inflows (£2.303 bn) as the discretionary fund ...