Financial Services newsletter Friday 27th June 2025
Financial Services NewsWealth manager Quilter reported a 200% year-on-year rise in Lifestyle Tr...
Financial Services newsletter Friday 30th May 2025
Financial Services NewsJM Finn reported a 17% rise in pre-tax profits to £11.9m for 2023, desp...
Financial Services newsletter Friday 2nd May 2025
Financial Services NewsAberdeen’s advice arm saw £0.6bn in Q1 2025 outflows—its lowest since Q3...
Financial Services newsletter Friday 4th April 2025
Financial Services NewsEvelyn Partners reported a 12% rise in profits for 2024, with adjusted EB...
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M&A financial services market analysis: new opportunities for IFAs
IDEX Consulting spoke to James Salmon, financial services M&A specialist, on the state of the M&...
Financial Services newsletter Friday 28th February 2025
Financial Services NewsSchroders has secured regulatory approval for an infrastructure-focused L...
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2025 Employee Benefits employment outlook
The employee benefits landscape will continue to undergo significant transformation in 2025, shap...
Financial Services newsletter Friday 31st January 2025
Financial Services NewsSchroders will adopt all four FCA Sustainability Disclosure Requirements ...
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2025 Employee Benefits talent trends
Our Employee Benefits consultant Ashlea Walton, Client Director, shares her thoughts below on hir...
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2025 Wealth Management employment outlook
As wealth management firms prepare for a period of growth, innovation and change, attracting ski...
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2025 Financial Services talent trends
Our Financial Services consultants; Alex Merrick, Client Director and James Salmon, M&A Client D...
Financial Services newsletter Friday 10th January 2025
Financial Services NewsWealth manager Tavistock reported a £0.2m operational loss for the six mo...
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The wealth management talent shortage and how to tackle it
What would typically be a natural cycle of one generation handing knowledge and expertise to the...
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The biggest challenges facing Financial Advisers
Financial advisers today face many challenges in their day to day roles due to increased work pre...
Financial Services newsletter Friday 29th November 2024
Financial Services NewsArtificial Intelligence: opportunity or threat? - Artificial Intelligence...
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Reports of non-financial misconduct rise dramatically
Reports of non-financial misconduct have risen significantly since 2021, with bullying and harass...
Financial Services newsletter Friday 1st November 2024
Financial Services NewsWill AI change the role of a Paraplanner? - AI is steadily impacting par...
Financial Services newsletter Friday 4th October 2024
Financial Services NewsThe gender pay gap in Financial Services - To tackle the gender pay gap i...
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The changing market: why Employee Benefits Consultants are more important than ever
How can you keep employees engaged and fulfilled? Enter the Employee Benefits Consultant...Wheth...
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The gender pay gap in Financial Services
Equality may be a word commonly used in the workplace today, but discourse doesn’t guarantee pro...