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Your profession

Why the Great Wealth Transfer could be modest in practice

Your profession

Why the Great Wealth Transfer could be modest in practice

'The need for a robust advice strategy remains'

clock 27 August 2025 • 4 min read
Walker Crips Financial Planning narrows losses as staff headcount grows

Your profession

Walker Crips Financial Planning narrows losses as staff headcount grows

The group will keep adviser-client interaction ‘core’ to its service proposition

clock 26 August 2025 • 2 min read
Carlyle acquires Intelliflo from Invesco for £148.6m

Companies

Carlyle acquires Intelliflo from Invesco for £148.6m

Purchased confirmed after reportedly coming out on top in a bidding war race

clock 26 August 2025 • 2 min read
Advisers need to bridge the sustainability gap – the FCA data proves it

Green

Advisers need to bridge the sustainability gap – the FCA data proves it

'Now is the time to close the gap between client values and investment outcomes'

clock 26 August 2025 • 4 min read
Saturn co-founder: AI compliance tools must be backed by human expertise

Your profession

Saturn co-founder: AI compliance tools must be backed by human expertise

‘We need AI and people working together’

clock 26 August 2025 • 3 min read
Budget leaks branded 'disappointing' as tax-free cash cut rumour resurfaces

Your profession

Budget leaks branded 'disappointing' as tax-free cash cut rumour resurfaces

Calls to ‘ignore’ Budget speculation

clock 22 August 2025 • 4 min read
Inside Quilter Academy: Translating academic learning into practical application

Your profession

Inside Quilter Academy: Translating academic learning into practical application

13 weeks of focused post-qualification training and development

clock 22 August 2025 • 4 min read
Big interview: Succession Wealth CEO Roger Marsden

People

Big interview: Succession Wealth CEO Roger Marsden

Marsden talks to PA about the firm’s refreshed strategy and its integration focus

clock 21 August 2025 • 6 min read
Regulatory and employment-related changes – what do firms need to prepare for?

Regulation

Regulatory and employment-related changes – what do firms need to prepare for?

‘Getting these issues right is not just about avoiding regulatory action or tribunal claims’

clock 21 August 2025 • 4 min read
Provider letters of authority response times improve

Your profession

Provider letters of authority response times improve

Only one provider’s performance remained flat, Pension Lab finds

clock 21 August 2025 • 2 min read
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