Partnership intended to improve client data transfer for financial advisers

‘Responsibility’ and ‘sustainability’ terms more favourable among clients, association CEO cautions

Industry facing growing complexity amid SDR labelling challenges

Responsible finance association CEO ‘disappointed’ with government’s sustainability take

Sales increased by just 6% in H1 2024

Advisers should avoid common pitfall of holding on to losing investments

This is harder to achieve as market ‘unusually skewed’

Integration in focus as group pushes pause on deals

Wealth managers have little confidence in their technology systems

'A good financial adviser can help you look past your short and mid-term savings goals'