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Your profession

Editor's View: The double whammy wealth transfer issues

Adviser tips

Editor's View: The double whammy wealth transfer issues

The editor's Friday Night Takeaway from 21 June

clock 21 June 2024 • 2 min read
FNZ chief executive: Regulation has created opportunities for us

Your profession

FNZ chief executive: Regulation has created opportunities for us

'FNZ would not exist without FCA’s consumer focus'

clock 21 June 2024 • 1 min read
Cardiff firm declared failed by FSCS over investment advice

Companies

Cardiff firm declared failed by FSCS over investment advice

Welsh firm Mackie Wealth Management is no longer trading

clock 21 June 2024 • 1 min read
Solving the productivity puzzle: Technology is a powerful tool

Your profession

Solving the productivity puzzle: Technology is a powerful tool

Planning for implementations is just as important as the end outcome

clock 21 June 2024 • 4 min read
Newcastle Building Society advice arm buys ex-footballer's firm

Your profession

Newcastle Building Society advice arm buys ex-footballer's firm

The advice firm of former Newcastle United footballer Keith Dyson

clock 20 June 2024 • 1 min read
Advisers note uptick in clients rejecting harmful climate investments

Your profession

Advisers note uptick in clients rejecting harmful climate investments

More clients focusing on climate risk in investment portfolios

clock 20 June 2024 • 1 min read
Advisers lacking effective systems and tools to review ESG risk

Green

Advisers lacking effective systems and tools to review ESG risk

Only 1% say they have ‘very effective’ ESG systems and tools

clock 20 June 2024 • 1 min read
Disillusioned advisers divided on general election hopes

Your profession

Disillusioned advisers divided on general election hopes

Votes of financial advisers are up for grabs on 4 July

clock 20 June 2024 • 5 min read
Product innovation needed to plug 'woeful' AI regulation gap

Your profession

Product innovation needed to plug 'woeful' AI regulation gap

Mallowstreet chief executive on how tools can fill a gap in the market

clock 19 June 2024 • 1 min read
Problem solving: How Tatton makes adviser business partners

Your profession

Problem solving: How Tatton makes adviser business partners

‘We were built specifically to solve problems that advisers have’

clock 19 June 2024 • 3 min read
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