Industry
Financial planning | 20 Jun 24
Innovate Finance to distribute CISI’s Certificate in Ethical AI to its membership
The certificate will become available to Innovate Finance members on 1 July 2024
GSB agrees strategic partnership with Jersey-based platform Flagstone International
The platform offers a web-based platform that connects depositors with licensed deposit-taking institutions
Aviva and FNZ partnership add new ‘state-of-the-art’ adviser tools to platform
The new adviser tools will include a digital adviser access and workflow tool for Aviva’s asset transfer service
Hargreaves Lansdown backs £5.4bn bid by private equity consortium
The deadline for the consortium is 5pm on 19 July
One in two UK financial advisers plan to retire during the next five years
51% of IFAs, financial planners say their firm will only keep up to 50% of clients’ assets they currently personally manage