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Your profession

Inside Quilter Academy: The path to becoming a financial adviser

Your profession

Inside Quilter Academy: The path to becoming a financial adviser

'The journey to becoming a financial adviser is not a straightforward one'

clock 13 March 2025 • 5 min read
TrinityBridge financial planning head tackles Spring Forecast rumours

Your profession

TrinityBridge financial planning head tackles Spring Forecast rumours

‘You always have to take all these with a pinch of salt’

clock 13 March 2025 • 3 min read
SDR 'not easy' but has 'raised the bar' - FCA's Sacha Sadan

Regulation

SDR 'not easy' but has 'raised the bar' - FCA's Sacha Sadan

More than 100 funds have adopted one of the four SDR labels

clock 12 March 2025 • 4 min read
Kingswood nears takeover deal with PE backer HSQ Investments

Your profession

Kingswood nears takeover deal with PE backer HSQ Investments

HSQ Investments considers full acquisition of Kingswood

clock 12 March 2025 • 2 min read
FCA's consolidation review: 'There's no shortcut on good due diligence'

Regulation

FCA's consolidation review: 'There's no shortcut on good due diligence'

Will consider if more PE due diligence needs to be done

clock 11 March 2025 • 3 min read
FCA and ICO to host roundtable on AI and tech

Technology

FCA and ICO to host roundtable on AI and tech

Data protection and Consumer Duty top regulatory constraints to AI deployment

clock 11 March 2025 • 2 min read
Advisers predict growing demand for Business Relief solutions

Your profession

Advisers predict growing demand for Business Relief solutions

According to investment manager Downing

clock 11 March 2025 • 1 min read
Mark Polson: Advice firms face 'profound transformation' as specialisation grows

Your profession

Mark Polson: Advice firms face 'profound transformation' as specialisation grows

Regulatory demands and a client-first approach reshaping the role of advisers

clock 11 March 2025 • 2 min read
Calls grow for pensions minister to establish long-term savings commission

Your profession

Calls grow for pensions minister to establish long-term savings commission

Nucleus urges pensions minister to seek ‘political consensus’ on long-term savings reform.

clock 10 March 2025 • 2 min read
Clifton completes PE backing deal with CBPE and makes seven acquisitions

Companies

Clifton completes PE backing deal with CBPE and makes seven acquisitions

Went through end of February as Clifton snaps up seven advice businesses

clock 10 March 2025 • 4 min read
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