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Your profession

Majority of advisers expect HNW clients to require further personalisation

Your profession

Majority of advisers expect HNW clients to require further personalisation

Feel their current solutions need to be upgraded

clock 14 January 2025 • 2 min read
Former CIO of Neil Woodford client Acacia Research charged with insider trading

Your profession

Former CIO of Neil Woodford client Acacia Research charged with insider trading

Alfred Tobia Jr and sister-in-law

clock 14 January 2025 • 2 min read
Majority of IFAs have no plans to use AI in their practices

Technology

Majority of IFAs have no plans to use AI in their practices

Advisers divided on the pros and cons of AI

clock 14 January 2025 • 2 min read
The Adviser Incubator: Meet Chartered planner Anick Sharma

Your profession

The Adviser Incubator: Meet Chartered planner Anick Sharma

An inside look at The Verve Foundation’s programme

clock 13 January 2025 • 4 min read
FSCS declares Glasgow firm in default over pension and investment advice

Companies

FSCS declares Glasgow firm in default over pension and investment advice

Five complaints received

clock 10 January 2025 • 1 min read
FSCS to need £104m operating budget for 2025/26

Companies

FSCS to need £104m operating budget for 2025/26

To ‘meet running costs and carry out core functions’

clock 10 January 2025 • 2 min read
Kingswood names Peter Coleman permanent CEO

People

Kingswood names Peter Coleman permanent CEO

Former Succession CCO secures top job

clock 10 January 2025 • 2 min read
Popularity of SDR 'Sustainability Focus' grows as two Aegon AM funds adopt label

Your profession

Popularity of SDR 'Sustainability Focus' grows as two Aegon AM funds adopt label

By end of March 2025

clock 09 January 2025 • 2 min read
Average DB transfer complainant to receive no compensation

Your profession

Average DB transfer complainant to receive no compensation

Broadstone’s DB Redress Tracker shows typical redress compensation continues to fall

clock 09 January 2025 • 1 min read
Attivo Investments partners with SEI to launch goal-based MPS

Your profession

Attivo Investments partners with SEI to launch goal-based MPS

Stephen Harper leads the business as CEO

clock 09 January 2025 • 1 min read
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