Fintech Origo has appointed Chartered Accountant Vivienne Sacco as chief finance officer.
Read more ...Octopus advice proposition adds Harry Potter-themed AI assistants
- Thursday, 11 September 2025
- Articles

Octopus Group’s financial advice proposition Octopus Money has added AI assistants to help with administrative and planning tasks.
Read more ...Client acquisition and retention top adviser concerns
- Thursday, 11 September 2025
- Articles

Client acquisition (34%) and client retention (23%) are the top business priorities for financial advisers over the next 12 months, according to IFA directory Unbiased.
Read more ...ISA provider shifts 126k accounts from Embark
- Thursday, 11 September 2025
- Articles

ISA provider The Children’s ISA (TCI) has migrated its 126,000 ISA and Junior ISA accounts away from Embark to white label platform provider Quai Digital.
Read more ...Treasury Committee criticises govt over ISA reform
- Thursday, 11 September 2025
- Articles

The Treasury Committee has criticised the government for not heeding its warnings that the Lifetime ISA (LISA) required reform.
Read more ...Finfluencers plead not guilty as FCA crackdown continues
- Thursday, 11 September 2025
- Articles

Three finfluencers appeared before Westminster Magistrate’s Court yesterday, each charged with an offence relating to their social media posts.
Read more ...FCA to cut RMAR data reporting requirements
- Wednesday, 10 September 2025
- Articles

The FCA has proposed further cuts to data reporting requirements by reducing the frequency of submissions for selected sections of the Retail Mediation Activities Return (RMAR).
Read more ...Atomos partners with Fincalc for new digital workflows
- Wednesday, 10 September 2025
- Articles

Financial planning-led wealth manager Atomos has partnered with fintech Fincalc to strengthen its centralised retirement proposition and client onboarding processes.
Read more ...Savers losing £1.7bn through pension transfers – report
- Wednesday, 10 September 2025
- Articles

Savers could be losing £1.7bn from their pension pots due to poorly informed transfers made in the year to 30 June, according to master trust People’s Pension.
Read more ...Barnett Waddingham adds to SIPP team
- Wednesday, 10 September 2025
- Articles

Consultancy firm Barnett Waddingham has appointed Emily Crotty as head of SIPP risk and Rebecca Smith as head of SIPP finance.
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