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Your profession

Which financial planning exams have the highest pass rates?

Your profession

Which financial planning exams have the highest pass rates?

Professional Adviser explores data from the CII / PFS, CISI, and LIBF

clock 27 August 2024 • 6 min read
St James's Place launches £32.9m share buyback

Your profession

St James's Place launches £32.9m share buyback

Will begin on 27 August

clock 27 August 2024 • 1 min read
How advisers can meet clients' digital expectations

Technology

How advisers can meet clients' digital expectations

24/7 access is becoming a must-have

clock 23 August 2024 • 4 min read
Editor's view: Exam fever!

Your profession

Editor's view: Exam fever!

The editor's Friday Night Takeaway from 23 August

clock 23 August 2024 • 1 min read
Aegon's adviser platform posts £1.8bn outflows as consolidation continues

Companies

Aegon's adviser platform posts £1.8bn outflows as consolidation continues

Due to macroeconomic environment and vertical integration, provider says

clock 23 August 2024 • 1 min read
P1 Investment urges digital tool use to bridge advice gap

Your profession

P1 Investment urges digital tool use to bridge advice gap

'Advisers should provide subscription-based self-service tools and educational resources'

clock 22 August 2024 • 2 min read
CISI to cut level 6 pension transfers & planning exam after 2025

Your profession

CISI to cut level 6 pension transfers & planning exam after 2025

Number of people choosing to work in this area ‘lower than anticipated’

clock 22 August 2024 • 1 min read
Fairstone completes double buyout deal adding £318m in FUM

Companies

Fairstone completes double buyout deal adding £318m in FUM

Consolidator launches southern hub in Farnborough

clock 22 August 2024 • 1 min read
Client retention: What can financial services learn from big tech?

Your profession

Client retention: What can financial services learn from big tech?

Big tech understands user requirements and customer service

clock 21 August 2024 • 4 min read
Latest IHT receipts hit £2.8bn ahead of Labour's Autumn Budget

Your profession

Latest IHT receipts hit £2.8bn ahead of Labour's Autumn Budget

'IHT is nipping at the heels of families with modest estates'

clock 21 August 2024 • 2 min read
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