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Your profession

People Moves: Mattioli Woods appoints chief information officer

People

People Moves: Mattioli Woods appoints chief information officer

Sheelagh Bailey joins

clock 09 July 2026 • 1 min read
Advisers face CII sanctions over conduct failures and ethics breaches

People

Advisers face CII sanctions over conduct failures and ethics breaches

Members face disciplinaries over abusive emails and racist social media posts

clock 09 July 2026 • 5 min read
LV= again backs PA's Women in Financial Advice Awards as headline sponsor

Your profession

LV= again backs PA's Women in Financial Advice Awards as headline sponsor

Second year as lead sponsor on WIFA

clock 09 July 2026 • 1 min read
Aviva partners with Ortec Finance to enhance financial planning proposition

Companies

Aviva partners with Ortec Finance to enhance financial planning proposition

Partnership aims to close advice gap

clock 09 July 2026 • 2 min read
Brooks Macdonald sees flows swing to positive territory

Companies

Brooks Macdonald sees flows swing to positive territory

£21.7bn FUMA and firm announces it will no longer charge fees on cash

clock 09 July 2026 • 1 min read
Quilter Financial Planning adds Scottish firm to network

Companies

Quilter Financial Planning adds Scottish firm to network

SRB Financial Planning is based in Bellshill

clock 09 July 2026 • 2 min read
EV promotes Chet Velani to CEO

People

EV promotes Chet Velani to CEO

Been with the business for more than 18 years

clock 09 July 2026 • 2 min read
Advertising watchdog censures whisky cask and gold investment firm

Regulation

Advertising watchdog censures whisky cask and gold investment firm

ASA upholds four complaints against Cap Group

clock 08 July 2026 • 3 min read
Barclays and AJ Bell eye targeted support offerings

Your profession

Barclays and AJ Bell eye targeted support offerings

Exclusive: Firms waiting for FCA approval

clock 08 July 2026 • 2 min read
AI review to 'make retirement planning more accessible'

Technology

AI review to 'make retirement planning more accessible'

The ‘new Wild West’ of AI could help close advice gap

clock 08 July 2026 • 4 min read
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