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Your profession

Söderberg & Partners invests in four more UK IFA firms

Companies

Söderberg & Partners invests in four more UK IFA firms

Scandi advice giant backs four IFA firms as it continues UK expansion

clock 21 October 2024 • 2 min read
Editor's view: Budget tax hikes and consolidation

Your profession

Editor's view: Budget tax hikes and consolidation

The editor's Friday Night Takeaway from 18 October

clock 18 October 2024 • 2 min read
FCA CEO: 'The jury is out on whether the FCA is helping to achieve growth'

Regulation

FCA CEO: 'The jury is out on whether the FCA is helping to achieve growth'

Nikhil Rathi calls for collaboration

clock 18 October 2024 • 2 min read
Former president Anthony Ward leaves PFS board

People

Former president Anthony Ward leaves PFS board

Served as president from March 2023 and his tenure was due to be extended

clock 17 October 2024 • 2 min read
Robo advice 2.0 (or how to resist the temptation of a marshmallow)

Your profession

Robo advice 2.0 (or how to resist the temptation of a marshmallow)

'Timely financial advice changes lives'

clock 17 October 2024 • 4 min read
FCA to support firms to overcome challenges in implementing AI

Technology

FCA to support firms to overcome challenges in implementing AI

Regulator launches an ‘AI Lab’

clock 17 October 2024 • 3 min read
From accountant to adviser: Catherine Morgan on moving from numbers to advice

People

From accountant to adviser: Catherine Morgan on moving from numbers to advice

‘I feel lucky that the profession has moved and matured as I have’

clock 17 October 2024 • 3 min read
In view: Plotting PFS change

Your profession

In view: Plotting PFS change

From first operating loss since 2008 to sponsorship, board and revenue changes

clock 17 October 2024 • 6 min read
AJ Bell platform AUA up 22% in 12 months to £86.5bn

Your profession

AJ Bell platform AUA up 22% in 12 months to £86.5bn

Advised client number increased by 12,000 to 171,000

clock 17 October 2024 • 2 min read
St James's Place FUM hits £184.4bn despite slight dip in flows

Companies

St James's Place FUM hits £184.4bn despite slight dip in flows

£890m net inflows

clock 17 October 2024 • 1 min read
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