Lois Vallely

Lois Vallely – Illustration by Dan Murrell Two big stories dominated the platforms space in 2024, as one firm joined and another left.

At Money Marketing , we cover the news, we write features and news analyses, we have our podcasts. But the Weekend Essay is a little different.

FinCalc and Plannr have teamed up to introduce a new ‘launch in FinCalc’ button within Plannr. This new enhancement to the existing two-way integration allows Plannr users to open the client record within FinCalc with a single click. Using secure OAuth2 technology, the user is automatically and securely logged in to

The UK government’s recently-announced AI opportunities action plan is a clear sign that wealth managers must “get aboard the AI train”, fintech Avaloq has warned. The firm’s UK and Ireland managing director Suman Rao said the announcement is a “clear signal” of the government’s commitment to embracing the

Good morning and welcome to your Morning Briefing for Wednesday 15 January 2025. To get this in your inbox every morning click here. New COO for GSB Global wealth management group GSB has hired Hugh Johnson as its chief operating officer, based in the company’s London office. Johnson will support the company’s

M&G has appointed Marcello Arona as chief financial officer of its asset management m business M&G Investments. He joined M&G on 13 January 2025. With over 20 years of experience in asset management, Arona brings a wealth of financial expertise and strategic leadership to M&G Investments. In his new

Inheritance tax receipts for April to December 2024 are £6.3bn, which is £600m higher than the same period last year, continuing the “strong” upward trajectory seen over the past few years.

Transact chief executive Jonathan Gunby has announced he will retire from the business in March 2025. Current chief development officer Tom Dunbar will take over as CEO of Integrated Financial Arrangements – the operator of the Transact platform.

Good morning and welcome to your Morning Briefing for Wednesday 22 January 2025. To get this in your inbox every morning click here. New CEO for Transact Transact chief executive Jonathan Gunby has announced he will retire from the business in March 2025. Current chief development officer Tom Dunbar will take over as

The Verve Foundation has made a call for applications to the latest cohort of its adviser incubator programme. The first two cohorts of the year are fully subscribed, but there is still have space on the ‘Consider’ mini programme, which starts in February.