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.
Proposals to introduce a British ISA risk causing more harm than good and damaging the successful ISA brand, according to AJ Bell.
The Chartered Insurance Institute (CII) will next week host its annual Volunteer Awards, which honour volunteers who it said have gone “the extra mile.”
Omnis Investments, adviser network Openwork’s £11bn specialist asset management company, has launched a new managed portfolio service (MPS) known as Omnis Agility.
Three quarters (75%) of financial advisers are reviewing their retirement approach following the FCA’s thematic review of retirement income advice.
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.
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.
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.
Expanding pension consultancy Barnett Waddingham has appointed five new equity partners and made several other senior promotions to support its continued growth.
The Personal Finance Society’s 2024 National Conference will be held in Manchester on 12 November and is now open for registration.