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Your profession

SimplyBiz: Advisers facing heightened regulatory scrutiny

Your profession

SimplyBiz: Advisers facing heightened regulatory scrutiny

The latest from PA’s Digital Working Lunch webinar series

clock 11 September 2024 • 3 min read
FCA 'considering' extending SDR flexibility to portfolio management

Your profession

FCA 'considering' extending SDR flexibility to portfolio management

FCA mulling a four-month extension

clock 10 September 2024 • 1 min read
SDR changes: What next for financial advisers?

Green

SDR changes: What next for financial advisers?

‘Improved transparency should put impact investing back on the agenda’

clock 10 September 2024 • 7 min read
Paraplanners lean into AI to boost client outcomes

Technology

Paraplanners lean into AI to boost client outcomes

Scottish Widows research finds paraplanners increasingly utilising AI

clock 10 September 2024 • 2 min read
Abrdn CFO Jason Windsor named as CEO

Your profession

Abrdn CFO Jason Windsor named as CEO

Jason Windsor has been in an interim group CEO role

clock 10 September 2024 • 1 min read
Schroders CFO Richard Oldfield to succeed Peter Harrison as group CEO

Your profession

Schroders CFO Richard Oldfield to succeed Peter Harrison as group CEO

Effective from 8 November

clock 10 September 2024 • 2 min read
Dealing with a specialist or generalist? The due diligence value

Your profession

Dealing with a specialist or generalist? The due diligence value

‘The key for advisers is preventing their clients from harm’

clock 10 September 2024 • 3 min read
MorganAsh launches client portal to disclose vulnerabilities to firms

Your profession

MorganAsh launches client portal to disclose vulnerabilities to firms

In line with Consumer Duty requirements

clock 10 September 2024 • 2 min read
FCA to allow 'temporary flexibility' on SDR naming and marketing rules

Your profession

FCA to allow 'temporary flexibility' on SDR naming and marketing rules

Extension until 2 April 2025

clock 09 September 2024 • 3 min read
Unpacking ESG funds: Will the new SDR labels really help investors?

Green

Unpacking ESG funds: Will the new SDR labels really help investors?

More jargon-busting work to be done

clock 09 September 2024 • 3 min read
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