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Your profession

Advisers concerned clients are being misled by AI - research

Your profession

Advisers concerned clients are being misled by AI - research

More than two thirds flag concerns about clients turning to AI for financial advice

clock 04 June 2026 • 1 min read
Standing out from the crowd: WIFA entry tips from judge Gillian Hepburn

Your profession

Standing out from the crowd: WIFA entry tips from judge Gillian Hepburn

'The number of outstanding entries always makes judging challenging'

clock 04 June 2026 • 4 min read
People Moves: Consumer Duty Alliance adds to board

People

People Moves: Consumer Duty Alliance adds to board

Jane Hodges joins CDA

clock 04 June 2026 • 1 min read
Quilter Cheviot launches financial support service for HNW divorcees

Companies

Quilter Cheviot launches financial support service for HNW divorcees

For clients with more than £1m of investable assets

clock 04 June 2026 • 3 min read
Transact upgrades API to improve adviser software integration

Technology

Transact upgrades API to improve adviser software integration

Supports firms with CRM‑led workflows and increasingly digital advice journeys

clock 04 June 2026 • 2 min read
MKC Wealth adds £275m in AUA from six acquisitions in Q1

Companies

MKC Wealth adds £275m in AUA from six acquisitions in Q1

Four join MKC Wealth team

clock 03 June 2026 • 2 min read
Bowmore Wealth Group adds £135m in AUM with two acquisitions

Companies

Bowmore Wealth Group adds £135m in AUM with two acquisitions

Acquired two London-based advisers

clock 03 June 2026 • 1 min read
Titan Square Mile CEO Richard Romer-Lee to retire

People

Titan Square Mile CEO Richard Romer-Lee to retire

Long-standing career in fund research

clock 02 June 2026 • 2 min read
Advisers report under 50s make up growing chunk of client banks

Your profession

Advisers report under 50s make up growing chunk of client banks

Under 40s make up almost a third, FE Fundinfo research finds

clock 02 June 2026 • 2 min read
Shackleton buys London advice firm

Companies

Shackleton buys London advice firm

Focus on creative and media professionals

clock 02 June 2026 • 2 min read
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