Adviser fintech and back office provider Intelliflo has linked with fintech firm Aveni.ai to launch a integrate generative AI service which the two firms say could revolutionise financial advice workflow and compliance.
Read more ...British Isa could cause more harm than good
- Tuesday, 04 June 2024
- Articles

Proposals to introduce a British ISA risk causing more harm than good and damaging the successful ISA brand, according to AJ Bell.
Read more ...CII presents volunteers with awards for going 'the extra mile'
- Tuesday, 04 June 2024
- Articles

The Chartered Insurance Institute (CII) will next week host its annual Volunteer Awards, which honour volunteers who it said have gone “the extra mile.”
Read more ...Omnis launches new ETF-powered MPS
- Tuesday, 04 June 2024
- Articles

Omnis Investments, adviser network Openwork’s £11bn specialist asset management company, has launched a new managed portfolio service (MPS) known as Omnis Agility.
Read more ...75% of advisers rethink retirement following FCA review
- Tuesday, 04 June 2024
- Articles

Three quarters (75%) of financial advisers are reviewing their retirement approach following the FCA’s thematic review of retirement income advice.
Read more ...Fairstone appoints chief operating officer
- Tuesday, 04 June 2024
- Articles

North East-based Chartered Financial Planning-focused wealth manager Fairstone has appointed Nick Stebbing as chief operating officer as part of plans to enhance its investment management business and broaden the range of services it offers clients and advisers.
Read more ...Triple lock policy will be key to election
- Tuesday, 04 June 2024
- Articles

The majority of people aged 55 or older would be more likely to vote for a political party in next month's UK election which pledged to keep the triple lock.
Read more ...1 in 10 want tax cut on investments: election survey
- Monday, 03 June 2024
- Articles

More than one in 10 (11%) of people would vote in next month’s election for a party that pledged to cut tax on investments, according to a new survey.
Read more ...Barnett Waddingham appoints 5 new equity partners
- Monday, 03 June 2024
- Articles

Expanding pension consultancy Barnett Waddingham has appointed five new equity partners and made several other senior promotions to support its continued growth.
Read more ...Registration opens for 2024 PFS National Conference
- Monday, 03 June 2024
- Articles

The Personal Finance Society’s 2024 National Conference will be held in Manchester on 12 November and is now open for registration.
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