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Your profession

Advisers turn attention to wealthier clients despite advice gap

Your profession

Advisers turn attention to wealthier clients despite advice gap

‘Advisers focus on maximising returns at the expense of the advice gap’

clock 15 May 2024 • 1 min read
Fintel launches platform to streamline adviser workflows

Your profession

Fintel launches platform to streamline adviser workflows

Platform to support advisers managing multiple software solutions

clock 15 May 2024 • 2 min read
Three firms merge to form an advice business lifecycle agency

Companies

Three firms merge to form an advice business lifecycle agency

The Exit Partnership, Change Squared and AspireExec form ‘Melo’

clock 15 May 2024 • 2 min read
Schroders warns advisers: 'Nowhere to hide' from FCA's SDR

Your profession

Schroders warns advisers: 'Nowhere to hide' from FCA's SDR

Rich Fox sheds light on firms’ readiness for upcoming SDR

clock 14 May 2024 • 1 min read
Adviser supply and demand imbalance 'a pressing issue'

Your profession

Adviser supply and demand imbalance 'a pressing issue'

James Rainbow underscores urgency of attracting new advice talent

clock 14 May 2024 • 2 min read
Simplybiz founder Ken Davy sells chunk of Fintel shares

Companies

Simplybiz founder Ken Davy sells chunk of Fintel shares

Non-exec director retains 23.8% of shares in the company

clock 14 May 2024 • 1 min read
AI will 'help solve regulatory problems' for advice industry

Technology

AI will 'help solve regulatory problems' for advice industry

AI can help the industry explain the value of advice to the FCA

clock 14 May 2024 • 1 min read
Two-thirds of IFAs and wealth managers now advising on cash

Your profession

Two-thirds of IFAs and wealth managers now advising on cash

There has been a 47% increase in cash advice over the last three years

clock 14 May 2024 • 3 min read
The Verve Foundation reveals sponsors of new adviser student cohort

Companies

The Verve Foundation reveals sponsors of new adviser student cohort

Intelliflo, PortfolioMetrix, and First Wealth included as sponsors

clock 14 May 2024 • 1 min read
CII names His Majesty King Charles III as its new patron

Companies

CII names His Majesty King Charles III as its new patron

His Majesty succeeds Her Late Majesty Queen Elizabeth II

clock 13 May 2024 • 1 min read
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