Your profession

Advice value recognition from clients increases since Consumer Duty

Your profession

Advice value recognition from clients increases since Consumer Duty

Strong endorsement of the value of financial advice, Aviva finds

clock 15 July 2025 • 3 min read
Digital natives, critical minds: What Gen Z's scepticism means for the future of wealth management

Your profession

Digital natives, critical minds: What Gen Z's scepticism means for the future of wealth management

'The industry faces a radical shift in generational expectations'

clock 14 July 2025 • 3 min read
'Unworkable' IHT/pension reform risks undermining Consumer Duty

Your profession

'Unworkable' IHT/pension reform risks undermining Consumer Duty

‘They’ve smashed complex pensions and complex IHT together’

clock 14 July 2025 • 4 min read
FOS chair refuses to explain former CEO's sudden departure

Companies

FOS chair refuses to explain former CEO's sudden departure

Committee slams Baroness Manzoor's 'disrespectful' assertion

clock 14 July 2025 • 3 min read
Sector divided on Reeves' pullback on Cash ISA reform

Your profession

Sector divided on Reeves' pullback on Cash ISA reform

‘A big win for defenders of a broken system’

clock 11 July 2025 • 2 min read
FCA flags progress on internal DEI targets and urges action on Consumer Duty

Your profession

FCA flags progress on internal DEI targets and urges action on Consumer Duty

According to the FCA report 2024-2025

clock 11 July 2025 • 2 min read
'Excessive conservatism': Wealth fintech risks being left behind

Technology

'Excessive conservatism': Wealth fintech risks being left behind

'Nobody gets fired for buying IBM'

clock 11 July 2025 • 4 min read
FCA reviewing client categorisation rules to distinguish retail investors from the pack

Your profession

FCA reviewing client categorisation rules to distinguish retail investors from the pack

Goal of 40 more initiatives to be completed by year end

clock 10 July 2025 • 2 min read
Wealthtime swings to £10m loss after setting aside £7.5m for legacy asset complaints

Your profession

Wealthtime swings to £10m loss after setting aside £7.5m for legacy asset complaints

Platform firm moves forward with Wipro-led transformation despite fall in profitability

clock 10 July 2025 • 2 min read
Advisers told AI is 'only as good as the data you feed it'

Technology

Advisers told AI is 'only as good as the data you feed it'

Avenir’s MacDonald urges advisers to look at internal processes first

clock 10 July 2025 • 2 min read