Blogs by tag - Financial Services

Back-office recruitment is important because the quality of wealth management operations directly...

Continued investment and ambitious growth strategies are reshaping how firms compete in the wealt...

Growth remains firmly on the agenda across the wealth and advice market, but firms ability to co...

The use of AI in wealth management is not a futuristic concept. Despite the relatively recent ado...

July’s Financial Services activity reflects a market balancing growth with greater operational an...

For the last 10–15 years, Private Equity has been one of the biggest forces shaping the insurance...

Financial Services NewsFinancial advisers have delivered a mixed verdict on the Budget, warning...

Financial Services NewsSJP assets pass £200bn milestone - St James's Place has exceeded £20...

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

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

Financial Services NewsQuilter recorded a threefold increase in the number of Lifestyle Trusts ...

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

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...

As wealth management firms prepare for a period of growth, innovation and change, attracting ski...

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

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...

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

Equality may be a word commonly used in the workplace today, but discourse doesn’t guarantee pro...