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Your profession

EQ Investors profits tank 68% amid 'difficult' trading environment

Your profession

EQ Investors profits tank 68% amid 'difficult' trading environment

Advice firm points to poor equity market performance in 2022

clock 29 January 2024 • 1 min read
PE-backed Finli Group acquires Scottish IFA Clark Gillone

Your profession

PE-backed Finli Group acquires Scottish IFA Clark Gillone

Finli Group, formerly Solomon Capital Holdings, completes 15th deal

clock 29 January 2024 • 1 min read
'A real breakthrough': Key trends shaping adviser tech in 2024

Technology

'A real breakthrough': Key trends shaping adviser tech in 2024

Use of tech to enhance advice process will increase

clock 29 January 2024 • 4 min read
Editor's View: More bad news for defined benefit pension transfers

Adviser tips

Editor's View: More bad news for defined benefit pension transfers

The editor's Friday Night Takeaway from 26 January

clock 26 January 2024 • 1 min read
Retail manager to adviser: Elizabeth Caley on her priceless journey

Your profession

Retail manager to adviser: Elizabeth Caley on her priceless journey

'Women do not benefit from financial advice in the same way that men do'

clock 26 January 2024 • 3 min read
Craven Street Wealth buys Punter Southall's financial planning arm

Your profession

Craven Street Wealth buys Punter Southall's financial planning arm

Clients will continue with existing advisers

clock 26 January 2024 • 1 min read
Money matters: Why family finances remain taboo

Your profession

Money matters: Why family finances remain taboo

'Courageous conversations do lead to the best outcomes'

clock 25 January 2024 • 3 min read
Three 'well respected' IFA firms eye automated advice via Multiply AI

Your profession

Three 'well respected' IFA firms eye automated advice via Multiply AI

The firm tells PA it expects a ‘year of growth’ by working with advisers

clock 25 January 2024 • 1 min read
Savers recoup over £38m in overpaid pensions tax in Q4 2023

Your profession

Savers recoup over £38m in overpaid pensions tax in Q4 2023

Total amount of overpaid tax paid out since 2015 is approaching £1.2bn

clock 25 January 2024 • 2 min read
Gen Z turn to 'finfluencers' rather than financial advisers

Your profession

Gen Z turn to 'finfluencers' rather than financial advisers

‘Finfluencer content often lacks sufficient disclosures'

clock 25 January 2024 • 2 min read
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