Your profession

Pivotal moment in advice: The power of a holistic and behavioural approach

Your profession

Pivotal moment in advice: The power of a holistic and behavioural approach

The shift to outcome-based strategies

clock 25 March 2025 • 3 min read
FCA to publish smaller firm guide this year

Your profession

FCA to publish smaller firm guide this year

Regulator has heard that smaller firms would like further Consumer Duty support

clock 25 March 2025 • 3 min read
Wealth managers expect AI to accelerate earnings growth over the next decade

Your profession

Wealth managers expect AI to accelerate earnings growth over the next decade

Firms adopting AI to enhance investment strategies, risk management, and client services

clock 25 March 2025 • 1 min read
Quilter adds PHW Wealth Partners to advice network to expand in Northern Ireland

Companies

Quilter adds PHW Wealth Partners to advice network to expand in Northern Ireland

Founded by Chris Power, Ciaran Hamill and Stephen Warke

clock 25 March 2025 • 1 min read
Open arms or cautious welcome? Why AI in advice cannot be ignored

Technology

Open arms or cautious welcome? Why AI in advice cannot be ignored

'Putting aside the hype, AI is here to stay'

clock 25 March 2025 • 3 min read
FCA to cut down on financial sector regulation ahead of five-year strategy

Your profession

FCA to cut down on financial sector regulation ahead of five-year strategy

Over 100 pages of ‘outdated guidance’

clock 25 March 2025 • 1 min read
Average ongoing advice fees rise by 9bps

Your profession

Average ongoing advice fees rise by 9bps

Growing share of advisers charging between 91 and 100bps

clock 25 March 2025 • 3 min read
Lord Blunkett calls for urgent action on unclaimed child trust fund accounts

Your profession

Lord Blunkett calls for urgent action on unclaimed child trust fund accounts

Question asked in House of Lords

clock 24 March 2025 • 4 min read
Finli completes second acquisition in two months

Companies

Finli completes second acquisition in two months

Aims to add £1bn in assets with a ‘raft’ of deals to come this year

clock 24 March 2025 • 3 min read
FCA to encourage greater investment and increase risk appetite among UK savers

Your profession

FCA to encourage greater investment and increase risk appetite among UK savers

A 'rebalancing of risk'

clock 24 March 2025 • 1 min read