Adviser software provider Intelliflo has launched an AI-driven intelligent engagement assistant known as Intelliflo IQ, which it claims will transform adviser efficiency and client engagement.
The Chartered Insurance Institute (CII) and Personal Finance Society (PFS) have opened entries for the 2026 Apprenticeship Awards, the fourth annual celebration of apprentices and supporting employers.
Swedish wealth manager Söderberg & Partners has made what it calls a “significant investment” in Artorius Wealth Limited, but has not revealed the size of the investment.
The FSCS has declared in default failed IFA Nexus Independent Financial Advisers (FRN 584769) of Fareham, Hants, which was run by high-profile founder Kerry Nelson.
Private equity-owned wealth manager and Financial Planner Evelyn Partners has been sold to banking giant NatWest for £2.7bn, subject to regulatory approval.
Verve Foundation, the not-for-profit organisation looking to bring new blood into the profession and help advisers to grow, has launched a new website.
The FCA has imposed restrictions on Scottish IFA firm Advantage Wealth Management Ltd following a supervisory notice issued in December.
Clone scammers have targeted Fidelity’s investment administration arm by setting up a fake website to try to con investors.
The Office for Budgetary Responsibility (OBR) has warned of the “highly uncertain” reaction to salary sacrifice reforms from both employers and pension savers.
Over seven in ten (70%) of those who want to develop their career within paraplanning feel less confident in achieving their career goals in the next two to three years, according to a new report.