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Your profession

From the annual review to the 'always on' adviser/client relationship

Your profession

From the annual review to the 'always on' adviser/client relationship

'Regular reviews will still play an important role, but clients' lives do not follow a servicing calendar'

clock 28 July 2026 • 4 min read
Aventur launches LGBT+ financial advice service

Companies

Aventur launches LGBT+ financial advice service

In partnership with GayWealth

clock 28 July 2026 • 2 min read
Number of British millionaires drops to lowest level since 2008

Your profession

Number of British millionaires drops to lowest level since 2008

Estimated number of 442,000

clock 28 July 2026 • 3 min read
FCA recovers almost all funds lost to investment fraudster

People

FCA recovers almost all funds lost to investment fraudster

John Burford was sentenced to prison in September last year

clock 28 July 2026 • 1 min read
Tatton-backed Absolute strikes up four South East deals

Companies

Tatton-backed Absolute strikes up four South East deals

Adds £134m AUA

clock 28 July 2026 • 2 min read
Tavistock buys Plus Group in AI push

Companies

Tavistock buys Plus Group in AI push

Moves towards Vertex Group rebrand

clock 28 July 2026 • 2 min read
People Moves: Aviva appoints Mike Ambery as wealth policy director

People

People Moves: Aviva appoints Mike Ambery as wealth policy director

Will join in September from Standard Life and replaces Emma Douglas

clock 28 July 2026 • 1 min read
Vanguard launches targeted support service

Companies

Vanguard launches targeted support service

Available through Vanguard’s online UK Personal Investor platform

clock 27 July 2026 • 2 min read
FCA flags weak customer outcome focus in firms' monitoring frameworks

Regulation

FCA flags weak customer outcome focus in firms' monitoring frameworks

Consumer Duty review found inconsistent governance and oversight

clock 27 July 2026 • 2 min read
AI is transformative, but are investment portfolios too dependent on it?

Technology

AI is transformative, but are investment portfolios too dependent on it?

'In a market dominated by a single narrative, looking beyond today's leaders is not a contrarian stance'

clock 27 July 2026 • 4 min read
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