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Your profession

Andrew Goodwin: Human connection is central to both personal and career success

Your profession

Andrew Goodwin: Human connection is central to both personal and career success

'It's tough to make predictions – especially about the future'

clock 11 December 2024 • 4 min read
Hoxton Wealth ends 'transformational' year with £2bn AUM

Companies

Hoxton Wealth ends 'transformational' year with £2bn AUM

International IFA brings in more than 7,000 clients

clock 11 December 2024 • 2 min read
Partner Insight: How to prepare your clients for the great wealth transfer

Adviser tips

Partner Insight: How to prepare your clients for the great wealth transfer

Financial advisers are facing significant complexity in their planning for clients amid the generational wealth transfer that is coming.

clock 11 December 2024 • 2 min read
'Expensive' AI tools put financial advice at crossroads of caution and innovation

Your profession

'Expensive' AI tools put financial advice at crossroads of caution and innovation

AI agents in financial advice: Opportunity or overreach?

clock 10 December 2024 • 2 min read
'It's just not good enough' – service continues to frustrate advisers

Regulation

'It's just not good enough' – service continues to frustrate advisers

Regulation ‘not biting the real day to day grind’

clock 10 December 2024 • 3 min read
Consumers invited to debate on the idea of targeted support

Regulation

Consumers invited to debate on the idea of targeted support

Phoenix Insights forms panel to meet in early 2025

clock 10 December 2024 • 2 min read
FCA: 'We will never operate a zero-failure regulatory regime'

Regulation

FCA: 'We will never operate a zero-failure regulatory regime'

Regulator responds to chancellor Rachel Reeves

clock 10 December 2024 • 2 min read
Milecross Financial closes out 2024 with fourth IFA acquisition

Companies

Milecross Financial closes out 2024 with fourth IFA acquisition

Bought Buckinghamshire-based The Martin Cliffe Practice

clock 10 December 2024 • 1 min read
Platform innovation: Terry Huddart on Quilter's CashHub

Technology

Platform innovation: Terry Huddart on Quilter's CashHub

CashHub has a broad range of cash savings products

clock 10 December 2024 • 5 min read
Investing for good as well as for gain: Winning clients' hearts and minds

Green

Investing for good as well as for gain: Winning clients' hearts and minds

'This should not be an exercise that we only do because FCA says we must'

clock 10 December 2024 • 8 min read
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