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Your profession

Is compliance the hidden driver of business value and saleability?

Your profession

Is compliance the hidden driver of business value and saleability?

'The reality is simple - buyers will pay more for certainty'

clock 09 September 2026 • 7 min read
Trio of planning firms attain CISI chartered status

Companies

Trio of planning firms attain CISI chartered status

Smart Financial, Grovely Financial and Chancery Lane Income Planners

clock 09 September 2026 • 2 min read
Advisers see clients arrive with AI-generated plans

Technology

Advisers see clients arrive with AI-generated plans

AI could spell end of ‘1% of assets’ advice model

clock 09 September 2026 • 4 min read
St. James's Place promotes Justin Okuekwusi to investments CEO

People

St. James's Place promotes Justin Okuekwusi to investments CEO

Replaces Tom Beal

clock 09 September 2026 • 2 min read
Shackleton acquires AC Wealth adding £800m in AUM

Companies

Shackleton acquires AC Wealth adding £800m in AUM

Major expansion in Scotland

clock 09 September 2026 • 3 min read
People Moves: Fairstone adds M&A executive to senior team

People

People Moves: Fairstone adds M&A executive to senior team

Appoints Scott Kirkby

clock 09 September 2026 • 1 min read
FCA: Simplified advice rules update imminent; MPS review outcome set for 2027

Regulation

FCA: Simplified advice rules update imminent; MPS review outcome set for 2027

Regulator's Kate Tuckley gives update

clock 08 September 2026 • 3 min read
Advisers' Sustainability Group questions FCA over sustainable advice views

Green

Advisers' Sustainability Group questions FCA over sustainable advice views

Daniel Godfrey has asked the regulator to clarify its views

clock 08 September 2026 • 4 min read
PFS Festival of Financial Planning returns for 2026

Your profession

PFS Festival of Financial Planning returns for 2026

To take place on 18-19 November at NEC Birmingham

clock 08 September 2026 • 1 min read
Firm exits SJP for True Potential after nearly 20 years

Companies

Firm exits SJP for True Potential after nearly 20 years

Leaving SJP was 'difficult decision'

clock 08 September 2026 • 2 min read
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