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Your profession

Advice firms need to adopt 'operational excellence'

Your profession

Advice firms need to adopt 'operational excellence'

‘Operations roles are critical to driving business success’

clock 16 May 2024 • 2 min read
'Finfluencers' face FCA legal action over trading scheme

Your profession

'Finfluencers' face FCA legal action over trading scheme

FCA targets social media scam, nine people face legal action

clock 16 May 2024 • 1 min read
The existential threat at the heart of Britain's biggest wealth manager

Companies

The existential threat at the heart of Britain's biggest wealth manager

Fees made St James's Place rich but now risk toppling the firm

clock 16 May 2024 • 10 min read
Advisers must tackle client behavioural bias for good outcomes

Your profession

Advisers must tackle client behavioural bias for good outcomes

Mitigating behavioural biases builds trust with clients

clock 16 May 2024 • 1 min read
Nearly all advisers feel unprepared for AI integration

Your profession

Nearly all advisers feel unprepared for AI integration

'AI technology will become far more prevalent'

clock 15 May 2024 • 1 min read
Mental Health Awareness Week 2024: 'Collaboration is key'

Your profession

Mental Health Awareness Week 2024: 'Collaboration is key'

Mental Health Awareness Week started 13 May and runs until 19 May

clock 15 May 2024 • 7 min read
Macclesfield IFA declared failed for pension transfer advice

Companies

Macclesfield IFA declared failed for pension transfer advice

FSCS has so far had one claim against Chestergate Financial Services

clock 15 May 2024 • 1 min read
Advisers turn attention to wealthier clients despite advice gap

Your profession

Advisers turn attention to wealthier clients despite advice gap

‘Advisers focus on maximising returns at the expense of the advice gap’

clock 15 May 2024 • 1 min read
Fintel launches platform to streamline adviser workflows

Your profession

Fintel launches platform to streamline adviser workflows

Platform to support advisers managing multiple software solutions

clock 15 May 2024 • 2 min read
Three firms merge to form an advice business lifecycle agency

Companies

Three firms merge to form an advice business lifecycle agency

The Exit Partnership, Change Squared and AspireExec form ‘Melo’

clock 15 May 2024 • 2 min read
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