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Your profession

Advisers warned against overreliance on cashflow modelling

Your profession

Advisers warned against overreliance on cashflow modelling

‘I’m not sure how clearly cashflow modelling speaks to an average person’

clock 12 September 2024 • 2 min read
Give the clients what they want: Why advisers must embrace tech

Technology

Give the clients what they want: Why advisers must embrace tech

Clients want fast, accessible, and personalised service

clock 12 September 2024 • 4 min read
Defaqto CEO warns of persistent 'uncertainty' for firms

Your profession

Defaqto CEO warns of persistent 'uncertainty' for firms

Ongoing uncertainty in financial services due to global pressures

clock 12 September 2024 • 2 min read
FE Fundinfo buys platform due diligence tool AdviserAsset

Your profession

FE Fundinfo buys platform due diligence tool AdviserAsset

Business makes eighth acquisition in three years

clock 12 September 2024 • 2 min read
FSCS declares two firms in default over pension advice

Companies

FSCS declares two firms in default over pension advice

Both businesses are no longer trading

clock 12 September 2024 • 1 min read
Advisers warned 22% of clients could be vulnerable

Your profession

Advisers warned 22% of clients could be vulnerable

Vulnerability support said to be a key advice hurdle

clock 11 September 2024 • 2 min read
SimplyBiz: Advisers facing heightened regulatory scrutiny

Your profession

SimplyBiz: Advisers facing heightened regulatory scrutiny

The latest from PA’s Digital Working Lunch webinar series

clock 11 September 2024 • 3 min read
FCA 'considering' extending SDR flexibility to portfolio management

Your profession

FCA 'considering' extending SDR flexibility to portfolio management

FCA mulling a four-month extension

clock 10 September 2024 • 1 min read
SDR changes: What next for financial advisers?

Green

SDR changes: What next for financial advisers?

‘Improved transparency should put impact investing back on the agenda’

clock 10 September 2024 • 7 min read
Paraplanners lean into AI to boost client outcomes

Technology

Paraplanners lean into AI to boost client outcomes

Scottish Widows research finds paraplanners increasingly utilising AI

clock 10 September 2024 • 2 min read
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