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Your profession

Beyond the meeting note: Five stages of AI maturity in financial advice

Technology

Beyond the meeting note: Five stages of AI maturity in financial advice

'Internal efficiency matters, but it is only part of the opportunity'

clock 08 October 2026 • 6 min read
High performing advice firms generating 16% more revenue

Your profession

High performing advice firms generating 16% more revenue

Dimensional Fund Advisors reveals

clock 08 October 2026 • 2 min read
This time: 'A drastic fiscal situation may necessitate drastic action'

Your profession

This time: 'A drastic fiscal situation may necessitate drastic action'

'This time it feels like something significant may happen'

clock 08 October 2026 • 5 min read
SJP adviser departure sparks dispute over who owns client relationships

Companies

SJP adviser departure sparks dispute over who owns client relationships

Rob Stroud left SJP for True Potential after 18 years

clock 08 October 2026 • 4 min read
Aberdeen sells half of stake in Standard Life for £436m

Companies

Aberdeen sells half of stake in Standard Life for £436m

Retains 5.2% holding

clock 08 October 2026 • 1 min read
Milecross Financial makes six acquisitions since Openwork buyout

Companies

Milecross Financial makes six acquisitions since Openwork buyout

Three more acquisitions in the pipeline

clock 08 October 2026 • 2 min read
People Moves: Brooks Macdonald CFO exits

People

People Moves: Brooks Macdonald CFO exits

Katherine Jones steps down with Lucy Tilley appointed

clock 08 October 2026 • 1 min read
Holistic advice is the 'key' to disability support

Your profession

Holistic advice is the 'key' to disability support

Accessibility issues to advice remain

clock 07 October 2026 • 3 min read
PlannerPal raises £4.3m to build 'client intelligence layer'

Companies

PlannerPal raises £4.3m to build 'client intelligence layer'

Funding round led by Mercia Ventures

clock 07 October 2026 • 2 min read
Fairstone adds £170m AUM with Sussex financial planner acquisition

Companies

Fairstone adds £170m AUM with Sussex financial planner acquisition

Foundation Financial Planning joins Fairstone after BDO programme

clock 07 October 2026 • 2 min read
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