Iress and CIExpert have partnered to launch a two-way, real-time integration software for advisers. The functionality, an ...

Good morning and welcome to your Morning Briefing for Tuesday 28 January 2025. To get this in your inbox every morning click ...

Chinese artificial intelligence (AI) start-up DeepSeek which only employs 200 people, has resulted in a member of the ...

Evelyn Partners has announced that Bahador (Bids) Mahvelati will join the firm in March as chief operations officer. He will ...

Life insurance has been slower than other sectors to make full use of technology - but that could all change in 2025.

Progeny Group has announced key leadership appointments as part of its ongoing evolution. Founder Neil Moles has confirmed ...

Standard Life CEO Andy Curran has announced he will retire in the summer of 2025 after spending five years in the role.

Chief risk officers (CROs) in UK financial-services firms are increasingly shifting from compliance enforcers to strategic ...

Including pensions within the scope of inheritance tax (IHT) will provide poor outcomes for customers, beneficiaries, ...

Dynamic Planner, the UK’s leading digital financial advice platform, has launched a new feature, Financial Personality ...

The relationship between a financial adviser and a paraplanner is a cornerstone of effective financial planning services. Optimising this collaboration and creating a robust working relationship is ...

Evelyn Partners Group Limited has announced an agreement to sell its Fund Solutions division, operated by Evelyn Partners ...