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Your profession

Andrew Storey: AI alone is not a panacea for financial planning

Technology

Andrew Storey: AI alone is not a panacea for financial planning

'The industry, however, needs to move beyond the idea that AI is a silver bullet'

clock 23 June 2026 • 5 min read
Big interview: True Potential Wealth Management CEO Stuart Dodson

Companies

Big interview: True Potential Wealth Management CEO Stuart Dodson

Firm has made ‘very good progress’ with redress programme

clock 23 June 2026 • 7 min read
PIMFA publishes non-financial misconduct guidance

Regulation

PIMFA publishes non-financial misconduct guidance

In partnership with CII, CISI and Clyde & Co to help firms navigate FCA’s updated rules

clock 23 June 2026 • 2 min read
Financial adviser jailed for 11 years after £2m fraud

Your profession

Financial adviser jailed for 11 years after £2m fraud

Timothy ‘Paul’ Barnes defrauded acquaintances, clients and a charity

clock 23 June 2026 • 2 min read
Why AI inertia is the greatest risk to advice

Technology

Why AI inertia is the greatest risk to advice

The 95% blind spot

clock 23 June 2026 • 3 min read
Toby Larkman: Work should be where you can be yourself

People

Toby Larkman: Work should be where you can be yourself

‘Hiding an important part of yourself is exhausting’

clock 22 June 2026 • 5 min read
Deputy editor's view: A Skilled Person Review sparks headlines

Your profession

Deputy editor's view: A Skilled Person Review sparks headlines

The deputy editor's Friday Night Takeaway from 19 June

clock 22 June 2026 • 2 min read
Traditional MPS limits on CGT and operations now in FCA focus

DFM & Model Portfolios

Traditional MPS limits on CGT and operations now in FCA focus

PortfolioMetrix’s Ben Peele on adviser co-manufacturing and blurred MPS responsibilities

clock 19 June 2026 • 1 min read
CII publishes vulnerability data guidance for firms

Your profession

CII publishes vulnerability data guidance for firms

Consumer Duty and GDPR

clock 19 June 2026 • 2 min read
West Country firms achieve CISI chartered status

Companies

West Country firms achieve CISI chartered status

Dean Stevens WM and William Highbourne WM

clock 19 June 2026 • 2 min read
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