The existing partnership is being expanded, here are the details; Mortgage and protection firm James Miller & Associates has announced a long-term extension to its partnership with Stonebridge, reaffirming its commitment to continued organic growth and adviser […]
The word from PIMFA for you; PIMFA, the trade association representing wealth managers and financial advisers across the UK, today publishes new guidance to help member firms navigate the FCA’s updated Handbook rules on non-financial […]
Some recent news from Sun Life Asia for you; Sun Life Asia has announced a new agreement with the MDRT Academy to bring its globally recognized development platform to Sun Life advisors across the region. […]
The word from JLHO, who are celebrating 65 years in business in 2024; John Lamb Hill Oldridge, the UK’s foremost specialist protection adviser, is thrilled to announce the celebration of its 65th anniversary. Since its founding […]
Legal & General has made a series of key updates to its adviser protection platform, OLP Connect, to improve user interface and ultimately better customer outcomes. The updates follow adviser feedback gathered through detailed research between […]
The results of a new survey show that the average age of financial advisers in the UK is something many people think about. Life experience is a valuable thing, but we also need a new […]
As AI toolkits become the baseline setting on many a stock portfolio, are we about to see the rapid decline of the wealth planner? The IFA market is struggling with dying town centres, an increasing […]
The latest broker tool update from L&G; Legal & General Home Finance has launched an API (Application Programming Interface) link with the Advise Wise Platform, allowing advisers to manage lifetime mortgage applications seamlessly through its […]
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