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Your profession

News editor's view: The advice profession is getting bigger, but is it getting better?

Your profession

News editor's view: The advice profession is getting bigger, but is it getting better?

The news editor's Friday Night Takeaway from 11 September

clock 11 September 2026 • 3 min read
AI and advice: Greater automation shouldn't mean less control

Technology

AI and advice: Greater automation shouldn't mean less control

How you use AI can change from task to task

clock 11 September 2026 • 4 min read
Feel Good Friday: Rosemount renews mental health partnership for advisers

Your profession

Feel Good Friday: Rosemount renews mental health partnership for advisers

Supporting The Global Returns Project, Grief Encounter, FoodCycle and Verve Foundation

clock 11 September 2026 • 1 min read
People Moves: Schroders Capital's private markets UK wealth director James Lowe departs

People

People Moves: Schroders Capital's private markets UK wealth director James Lowe departs

After more than ten years

clock 11 September 2026 • 1 min read
Atomos acquires MWA Financial adding almost £1bn AUM

Companies

Atomos acquires MWA Financial adding almost £1bn AUM

Will create one of the UK’s largest financial planning firms

clock 10 September 2026 • 2 min read
St James's Place hires adviser trio to build AR firms

Companies

St James's Place hires adviser trio to build AR firms

Wilma Edwards, Paul Telford and Nick Dixon join

clock 10 September 2026 • 2 min read
Adviser chases Hartley Pensions for ten months over clients' SSAS transfer

Pensions

Adviser chases Hartley Pensions for ten months over clients' SSAS transfer

Takes case to The Pensions Ombudsman

clock 10 September 2026 • 2 min read
Advisers making more deliberate decisions on which clients fit ongoing services

Companies

Advisers making more deliberate decisions on which clients fit ongoing services

Many are switching off ongoing fees for some clients

clock 10 September 2026 • 2 min read
Is compliance the hidden driver of business value and saleability?

Your profession

Is compliance the hidden driver of business value and saleability?

'The reality is simple - buyers will pay more for certainty'

clock 09 September 2026 • 7 min read
Trio of planning firms attain CISI chartered status

Companies

Trio of planning firms attain CISI chartered status

Smart Financial, Grovely Financial and Chancery Lane Income Planners

clock 09 September 2026 • 2 min read
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