United Kingdom
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
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
Tatton AM sets new growth target of £30bn AUM/I by Q1 2029
Tatton’s IFA firms increased by 12.2% to 975 (2023: 869)