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Your profession

Tavistock seeks expansion through 'further acquisitions'

Your profession

Tavistock seeks expansion through 'further acquisitions'

The firm doubled the number of advisers in the year to 31 March 2023

clock 20 September 2023 • 1 min read
'Time to move on': Refocused PFS board looks to the future

Your profession

'Time to move on': Refocused PFS board looks to the future

PFS and CII had long dispute over ‘governance issues’

clock 20 September 2023 • 3 min read
Nearly half of savers over 50 lack awareness about annuities

Your profession

Nearly half of savers over 50 lack awareness about annuities

One in five say retirees with annuities at risk of running out of money

clock 19 September 2023 • 2 min read
Comentis signs up 500 advisers to client vulnerability tool

Technology

Comentis signs up 500 advisers to client vulnerability tool

Client vulnerability assessment is a key part of compliance process

clock 19 September 2023 • 1 min read
Advisers need to 'focus on relationships not transactions' to thrive

Your profession

Advisers need to 'focus on relationships not transactions' to thrive

Advisers have been called to ‘change with the times’ in a new report

clock 19 September 2023 • 1 min read
Fintel in 'active M&A talks' as Defaqto and SimplyBiz drive growth

Companies

Fintel in 'active M&A talks' as Defaqto and SimplyBiz drive growth

Defaqto and SimplyBiz ‘contributed well to Fintel’s profitability’

clock 19 September 2023 • 1 min read
Advisers need 'bigger toolbox' amid changing attitudes towards tech

Technology

Advisers need 'bigger toolbox' amid changing attitudes towards tech

Fintel urges advisers to look at new areas of growth as ‘world is changing’

clock 19 September 2023 • 2 min read
Ethical investing concerns: Has ESG gone off the rails?

Green

Ethical investing concerns: Has ESG gone off the rails?

Investment manager questions ESG's direction of travel

clock 19 September 2023 • 3 min read
Compounding not a 'get-rich-quick' scheme, IFA warns

Your profession

Compounding not a 'get-rich-quick' scheme, IFA warns

Compounding ‘requires patience’, Continuum IFA says

clock 18 September 2023 • 1 min read
SDR delay: A 'mixed bag' of effects on the advice industry

Regulation

SDR delay: A 'mixed bag' of effects on the advice industry

‘Advisers should be aiming to go above and beyond these labels’  

clock 18 September 2023 • 6 min read
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