Your profession

Fidelity platform brings first integration with Conquest software to UK

Your profession

Fidelity platform brings first integration with Conquest software to UK

Fidelity Adviser Solutions is the exclusive distributor of the Canadian software

clock 22 June 2023 • 1 min read
Evelyn Partners boosts Scotland expansion with PPM Wealth deal

Your profession

Evelyn Partners boosts Scotland expansion with PPM Wealth deal

A team of eight people from PPM Wealth will join Evelyn Partners

clock 22 June 2023 • 1 min read
Generative AI could hail the birth of the 'bionic financial adviser'

Technology

Generative AI could hail the birth of the 'bionic financial adviser'

Generative AI: A game changer for advice

clock 22 June 2023 • 6 min read
Advisers must focus costs on 'human services' not digital shift

Your profession

Advisers must focus costs on 'human services' not digital shift

Delegates told to prioritise face-to-face client interaction over digital spend

clock 22 June 2023 • 1 min read
Pensions dashboard delay labelled 'hugely disappointing'

Your profession

Pensions dashboard delay labelled 'hugely disappointing'

The Pensions Dashboards Programme was delayed earlier this month

clock 21 June 2023 • 1 min read
Clients want sustainability labels when investing

Your profession

Clients want sustainability labels when investing

‘A lot of pressure’ on asset managers to provide more ESG labels on funds

clock 21 June 2023 • 2 min read
Two more PFS member directors resign after CII takeover

Your profession

Two more PFS member directors resign after CII takeover

Vanessa Barnes and Gordon Wilson quit over PFS independence ‘concerns’

clock 21 June 2023 • 8 min read
Pride and progress: How advisers are supporting LGBTQ+ employees

Your profession

Pride and progress: How advisers are supporting LGBTQ+ employees

Professional Adviser talks to five advice firms about the support in place

clock 21 June 2023 • 7 min read
Perspective inks further four acquisitions and hits carbon neutrality

Your profession

Perspective inks further four acquisitions and hits carbon neutrality

Firms bought up in Cambridgeshire, Yorkshire and Buckinghamshire

clock 21 June 2023 • 1 min read
NextGen Planners to support the RedSTART charity with profits

Your profession

NextGen Planners to support the RedSTART charity with profits

Financial education charity provides school-based learning for children

clock 20 June 2023 • 1 min read