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FCA exceeds three diversity targets amongst panels

Your profession

FCA exceeds three diversity targets amongst panels

The watchdog aims to make progress on diversity as ‘quickly as possible’

clock 24 July 2023 • 1 min read
Protection advisers expect uptick in quality from Consumer Duty

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Protection advisers expect uptick in quality from Consumer Duty

New research among 800 financial advisers from Guardian shows

clock 24 July 2023 • 2 min read
Evelyn Partners Active MPS team increases fixed income allocation

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Evelyn Partners Active MPS team increases fixed income allocation

The firm adds three new holdings in latest rebalance

clock 24 July 2023 • 1 min read
Editor's View: Tax consultations with hidden bombshells

Adviser tips

Editor's View: Tax consultations with hidden bombshells

The editor's Friday Night Takeaway from 21 July

clock 24 July 2023 • 1 min read
FCA intervention leads to 19% dip in appointed representatives

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FCA intervention leads to 19% dip in appointed representatives

FCA intervention leads to number of ARs declining in recent years

clock 24 July 2023 • 1 min read
The FSCS declares two firms in London and Kent in default

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The FSCS declares two firms in London and Kent in default

Lifeboat fund says Maymont Wealth and Cheshire Trafford have failed

clock 24 July 2023 • 1 min read
Firm urges advisers to obtain feedback for developmental purposes

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Firm urges advisers to obtain feedback for developmental purposes

Those who do not are ‘only cheating themselves’

clock 24 July 2023 • 2 min read
Advisers urged not to ignore Generative AI/ChatGPT

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Advisers urged not to ignore Generative AI/ChatGPT

‘Think about how you could use it, but don’t just use it for the sake of it’

clock 20 July 2023 • 1 min read
Five advice firms receive CII Chartered status from CII

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Five advice firms receive CII Chartered status from CII

Hargreaves Lansdown among five firms to have received Chartered status

clock 20 July 2023 • 1 min read
Benchmark to acquire Unique FP adding £755m in client assets

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Benchmark to acquire Unique FP adding £755m in client assets

The Schroders-owned advice network will acquire Swindon-based Unique FP

clock 20 July 2023 • 1 min read