Blogs by tag - financial services

Research shows that more and more wealth management forms are embedding AI-driven analytics into ...

Financial Services NewsFintel has launched Omnicore, a standalone distribution platform designe...

The potential introduction of a wealth tax in the UK, highlighted by ongoing discussions surround...

Financial Services NewsAberdeen’s advice arm saw £0.6bn in Q1 2025 outflows—its lowest since Q3...

IDEX Consulting spoke to James Salmon, financial services M&A specialist, on the state of the M&...

Financial Services NewsSchroders has secured regulatory approval for an infrastructure-focused L...

The employee benefits landscape will continue to undergo significant transformation in 2025, shap...

Our Employee Benefits consultant Ashlea Walton, Client Director, shares her thoughts below on hir...

Our Financial Services consultants; Alex Merrick, Client Director and James Salmon, M&A Client D...

Financial Services NewsWealth manager Tavistock reported a £0.2m operational loss for the six mo...

What would typically be a natural cycle of one generation handing knowledge and expertise to the...

Financial advisers today face many challenges in their day to day roles due to increased work pre...

Financial Services NewsArtificial Intelligence: opportunity or threat? - Artificial Intelligence...

Reports of non-financial misconduct have risen significantly since 2021, with bullying and harass...

Financial Services NewsWill AI change the role of a Paraplanner? - AI is steadily impacting par...

Financial Services NewsThe gender pay gap in Financial Services - To tackle the gender pay gap i...

How can you keep employees engaged and fulfilled? Enter the Employee Benefits Consultant...Wheth...

Paraplanners are a sought after role and a critical aspect of Financial Services. The practical ...

Integrating company cultures effectively is key to the success of any acquisition or merge. When...

It’s been nineteen years since Labour last won a general election, and with the Conservatives tra...