Your profession

Protection firm doubles adviser numbers with academy proposition

Your profession

Protection firm doubles adviser numbers with academy proposition

The academy is providing monthly training sessions for advisers

clock 02 August 2023 • 2 min read
George Square acquires rival Nottingham adviser firm Taylor McGill

Your profession

George Square acquires rival Nottingham adviser firm Taylor McGill

The firm expands its client base with the new acquisition

clock 02 August 2023 • 1 min read
Adviser work experience initiative from CII opens to children 13 and over

Your profession

Adviser work experience initiative from CII opens to children 13 and over

The free initiative has been designed to grow talent in the advice industry

clock 02 August 2023 • 1 min read
FSCS declares Leeds-based advice firm Temple Park in default

Your profession

FSCS declares Leeds-based advice firm Temple Park in default

Temple Park Financial Services can no longer provide regulated activities

clock 01 August 2023 • 1 min read
Wren Sterling acquires Cornwall-based IFA Stockdale & Co

Your profession

Wren Sterling acquires Cornwall-based IFA Stockdale & Co

Latest deal sees acquisition of firm that has been in operation since 1995

clock 01 August 2023 • 1 min read
Growth in retail investors using ChatGPT to manage portfolios

Your profession

Growth in retail investors using ChatGPT to manage portfolios

AI is gaining traction among UK retail investors as a tool for portfolio management

clock 01 August 2023 • 1 min read
Advisers call for tech investment to improve ESG understanding

Technology

Advisers call for tech investment to improve ESG understanding

Nearly all advisers say they are ‘increasing focus’ on ESG

clock 01 August 2023 • 1 min read
Evelyn Partners adds Liverpool-based Millen Capital team

Your profession

Evelyn Partners adds Liverpool-based Millen Capital team

This is part of the firm’s adviser succession scheme

clock 01 August 2023 • 1 min read
Essex adviser network signs VouchedFor deal to track client experience

Your profession

Essex adviser network signs VouchedFor deal to track client experience

Tools will help New Leaf monitor, evidence and improve its client experience

clock 31 July 2023 • 1 min read
Advisers fear profit dip from £20,000 Consumer Duty compliance costs

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Advisers fear profit dip from £20,000 Consumer Duty compliance costs

Financial advisers expect rise in costs and a decline in profitability

clock 31 July 2023 • 2 min read