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  • Ortec hires SJP exec to boost UK Financial Planning

    Financial Planning technology firm Ortec Finance has turned to former St James’s Place division director John O’Driscoll to boost its UK Financial Planning ambitions.

  • Former HSBC Planning head joins fintech

    Financial Planning technology firm Ortec Finance has appointed Mark Glover as managing director and head of UK wealth management.

  • Wealth managers predict 20% client growth

    Wealth managers and Financial Planners reckon there’ll be client growth of more than 20% over the next three years as the number of wealthy people grows, according to a new global study.

  • New managing director appointed at finance firm

    Deon Dreyer
  • 1 in 12 advisers to miss Consumer Duty report deadline

    The FCA has reminded firms many times that the Consumer Duty is not a tick box “once and done” exercise
  • Social media 'noise' hits professional advice

    Social media

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