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Your profession

Growing client wealth driving uptake of bespoke investment services

Your profession

Growing client wealth driving uptake of bespoke investment services

Advisers report rising proportion of high-net-worth clients

clock 19 June 2025 • 1 min read
Advice firms need 'orchestration, not more tools' as AI takes centre stage

Your profession

Advice firms need 'orchestration, not more tools' as AI takes centre stage

Otto founder says advice tech must become invisible, integrated, and intelligent

clock 19 June 2025 • 2 min read
Openwork in growth push with partner firm Milecross acquisition

Companies

Openwork in growth push with partner firm Milecross acquisition

Makes first investment into one of its partner firms

clock 19 June 2025 • 2 min read
FCA shift to outcomes-based regulation gives advisers chance to truly shine

Your profession

FCA shift to outcomes-based regulation gives advisers chance to truly shine

‘Gives opportunity to be the adviser you always wanted to be’

clock 18 June 2025 • 2 min read
Wesleyan launches 'digital-first' platform for its advisers

Platforms

Wesleyan launches 'digital-first' platform for its advisers

Powered by SS&C Technologies Holdings

clock 18 June 2025 • 1 min read
IFA Prosperity partners with SEI for MPS range

DFM & Model Portfolios

IFA Prosperity partners with SEI for MPS range

To manage its ‘Pegasus’ MPS range

clock 18 June 2025 • 1 min read
Women taking more control of finances but lack trust in advisers

Your profession

Women taking more control of finances but lack trust in advisers

More than half of women controlling household finances

clock 18 June 2025 • 1 min read
Mis-selling and suitability account for 61% of adviser complaints

Your profession

Mis-selling and suitability account for 61% of adviser complaints

Oxford Risk calls for more tech-driven personalisation amid rising FOS concerns

clock 18 June 2025 • 1 min read
Half of advice firms reviewing client bases ahead of FCA boundary shake-up

Your profession

Half of advice firms reviewing client bases ahead of FCA boundary shake-up

Dynamic Planner research reveals split views on simplified advice vs targeted support

clock 18 June 2025 • 2 min read
Reeves eyes IHT U-turn as non-doms 'plan to leave'

Your profession

Reeves eyes IHT U-turn as non-doms 'plan to leave'

‘Exodus’ fears continue to grow

clock 17 June 2025 • 1 min read
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