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Your profession

Sector divided on Reeves' pullback on Cash ISA reform

Your profession

Sector divided on Reeves' pullback on Cash ISA reform

‘A big win for defenders of a broken system’

clock 11 July 2025 • 2 min read
FCA flags progress on internal DEI targets and urges action on Consumer Duty

Your profession

FCA flags progress on internal DEI targets and urges action on Consumer Duty

According to the FCA report 2024-2025

clock 11 July 2025 • 2 min read
'Excessive conservatism': Wealth fintech risks being left behind

Technology

'Excessive conservatism': Wealth fintech risks being left behind

'Nobody gets fired for buying IBM'

clock 11 July 2025 • 4 min read
FCA reviewing client categorisation rules to distinguish retail investors from the pack

Your profession

FCA reviewing client categorisation rules to distinguish retail investors from the pack

Goal of 40 more initiatives to be completed by year end

clock 10 July 2025 • 2 min read
Wealthtime swings to £10m loss after setting aside £7.5m for legacy asset complaints

Your profession

Wealthtime swings to £10m loss after setting aside £7.5m for legacy asset complaints

Platform firm moves forward with Wipro-led transformation despite fall in profitability

clock 10 July 2025 • 2 min read
Advisers told AI is 'only as good as the data you feed it'

Technology

Advisers told AI is 'only as good as the data you feed it'

Avenir’s MacDonald urges advisers to look at internal processes first

clock 10 July 2025 • 2 min read
NextGen Planners becomes Plannex

Companies

NextGen Planners becomes Plannex

‘We have outgrown the name NextGen’

clock 10 July 2025 • 2 min read
People Moves: Sparrows Capital names Phillip Young as deputy CIO

People

People Moves: Sparrows Capital names Phillip Young as deputy CIO

Young joined the DFM in 2022

clock 10 July 2025 • 1 min read
MPS provider ups governance game as part of FCA requirement

Companies

MPS provider ups governance game as part of FCA requirement

Ebi has made several board and executive changes

clock 09 July 2025 • 4 min read
PA Awards 2026: Entries for all categories now open!

Your profession

PA Awards 2026: Entries for all categories now open!

Our 21st anniversary awards will be held in London next March

clock 09 July 2025 • 1 min read
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