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Your profession

AI scepticism among the financial advice industry declines

Technology

AI scepticism among the financial advice industry declines

One third of advice professionals are using AI in their businesses

clock 20 September 2024 • 1 min read
FCA CEO flags 'uphill battle' on financial inclusion

Regulation

FCA CEO flags 'uphill battle' on financial inclusion

UK’s advice and guidance market ‘does not work well’

clock 20 September 2024 • 2 min read
Tavistock slams Titan for taking 'vexatious' step as dispute heads to High Court

Companies

Tavistock slams Titan for taking 'vexatious' step as dispute heads to High Court

Comes as the firm received notification that Titan has issued a claim

clock 19 September 2024 • 1 min read
Only one-quarter of advisers satisfied with current tech stack

Technology

Only one-quarter of advisers satisfied with current tech stack

Advisers urge providers to facilitate better back-office integrations

clock 19 September 2024 • 2 min read
FCA and government lift investment trust cost disclosure requirements as they plan reforms

Investment Trusts

FCA and government lift investment trust cost disclosure requirements as they plan reforms

Legislation will be laid ‘as soon as possible’

clock 19 September 2024 • 2 min read
IFA network partners with JustFA to increase digital engagement

Technology

IFA network partners with JustFA to increase digital engagement

Powered by Seccl’s technology to serve clients who prefer digital experiences

clock 19 September 2024 • 1 min read
Close Brothers to sell wealth management arm for £200m

Companies

Close Brothers to sell wealth management arm for £200m

Close Brothers Asset Management sold to Oaktree Capital Management

clock 19 September 2024 • 2 min read
Adviser, planner, coach... Is it time for terms to be defined and protected?

Your profession

Adviser, planner, coach... Is it time for terms to be defined and protected?

‘Lots of labels can create a perception that the industry is fragmented’

clock 18 September 2024 • 6 min read
Timeline launches digital letters of authority solution

Companies

Timeline launches digital letters of authority solution

MPS provider has partnered with The Pension Lab

clock 18 September 2024 • 2 min read
Loyal North completes double IFA firm acquisition adding £56m

Your profession

Loyal North completes double IFA firm acquisition adding £56m

Buys IF Wealth and Powell Financial Planning

clock 17 September 2024 • 2 min read
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