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Your profession

'Steering clients through minefields that have become the norm'

Your profession

'Steering clients through minefields that have become the norm'

Over and out: Carl Lamb signs off from Professional Adviser

clock 04 December 2023 • 4 min read
Evolution in motion: The changing face of practice management systems

Technology

Evolution in motion: The changing face of practice management systems

'The beating heart of adviser tech ecosystems'

clock 04 December 2023 • 5 min read
SJP changes in action with fund manager and charges shuffle

Your profession

SJP changes in action with fund manager and charges shuffle

The firm changes managers and alters charges on three funds

clock 04 December 2023 • 2 min read
FSCS declares Birmingham-based advice firm in default

Companies

FSCS declares Birmingham-based advice firm in default

All claims are related to self-invested personal pensions advice

clock 04 December 2023 • 1 min read
CISI confirms Financial Planning Week for January 2024

Your profession

CISI confirms Financial Planning Week for January 2024

The 2024 UK Financial Planning Week will be from 22-28 January

clock 04 December 2023 • 2 min read
Editor's View: Round yon platform, pricing that's mild

Adviser tips

Editor's View: Round yon platform, pricing that's mild

The editor's Friday Night Takeaway from 1 December

clock 01 December 2023 • 1 min read
Finura acquires financial planning firm adding £90m in client assets

Companies

Finura acquires financial planning firm adding £90m in client assets

The firm has completed its acquisition of Tenacity Wealth Management

clock 01 December 2023 • 2 min read
FCA's 'polluter pays' regulation will add to DB transfer advice burden

Regulation

FCA's 'polluter pays' regulation will add to DB transfer advice burden

‘It will increase the regulatory and financial burden for advice firms’

clock 01 December 2023 • 2 min read
Viticulture to adviser: Rachel Sartin on the terroir of advice

Your profession

Viticulture to adviser: Rachel Sartin on the terroir of advice

'If I had not been so distracted, I would have been less confident going for it'

clock 01 December 2023 • 6 min read
PFS/CII saga reignites as ex-board member pens contentious open letter

Your profession

PFS/CII saga reignites as ex-board member pens contentious open letter

Vanessa Barnes quit PFS board in June after CII ‘takeover’

clock 01 December 2023 • 3 min read
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