The Institute for Financial Wellbeing (IFW), the non-profit body which aims to promote and campaign for better adviser and client wellbeing, is holding its 2024 annual conference later this month with the theme of ‘Financial Wellbeing 2030.’

Fintech Iress is to sell its Pulse portfolio management software to SecuritEase Holdings UK Limited, part of New Zealand-based SecuritEase group.

South East accountants and Financial Planners Carpenter Box have appointed a new director of its Later Life advice team and announced 16 new promotions across the group.