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Your profession

Abrdn CFO Jason Windsor named as CEO

Your profession

Abrdn CFO Jason Windsor named as CEO

Jason Windsor has been in an interim group CEO role

clock 10 September 2024 • 1 min read
Schroders CFO Richard Oldfield to succeed Peter Harrison as group CEO

Your profession

Schroders CFO Richard Oldfield to succeed Peter Harrison as group CEO

Effective from 8 November

clock 10 September 2024 • 2 min read
Dealing with a specialist or generalist? The due diligence value

Your profession

Dealing with a specialist or generalist? The due diligence value

‘The key for advisers is preventing their clients from harm’

clock 10 September 2024 • 3 min read
MorganAsh launches client portal to disclose vulnerabilities to firms

Your profession

MorganAsh launches client portal to disclose vulnerabilities to firms

In line with Consumer Duty requirements

clock 10 September 2024 • 2 min read
FCA to allow 'temporary flexibility' on SDR naming and marketing rules

Your profession

FCA to allow 'temporary flexibility' on SDR naming and marketing rules

Extension until 2 April 2025

clock 09 September 2024 • 3 min read
Unpacking ESG funds: Will the new SDR labels really help investors?

Green

Unpacking ESG funds: Will the new SDR labels really help investors?

More jargon-busting work to be done

clock 09 September 2024 • 3 min read
Reader's Choice: The 20 biggest advice articles of the summer

Your profession

Reader's Choice: The 20 biggest advice articles of the summer

Part one: Great Wealth Transfer, Consumer Duty, school fees, CII/PFS warning

clock 09 September 2024 • 4 min read
Reader's choice: The 20 biggest advice articles of the summer

Your profession

Reader's choice: The 20 biggest advice articles of the summer

Part two: Tax under Labour, Chartered changes, pensions, FOS

clock 09 September 2024 • 4 min read
Four individuals face FCA ban and fine over pension transfer advice

Companies

Four individuals face FCA ban and fine over pension transfer advice

Regulator seeks collective £590,544 fine over ‘reckless disregard’

clock 09 September 2024 • 2 min read
CII on the hunt for executive directors

Companies

CII on the hunt for executive directors

One appointee will help ‘build and maintain public trust’

clock 06 September 2024 • 1 min read
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