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Your profession

How much CPD for advisers is too much CPD for advisers?

Your profession

How much CPD for advisers is too much CPD for advisers?

The pros and cons of continuing professional development

clock 01 June 2023 • 4 min read
Jersey asset manager buys Manx advice firm Thornton Associates

Your profession

Jersey asset manager buys Manx advice firm Thornton Associates

Planning firm has around £121m in assets under advice

clock 01 June 2023 • 1 min read
May 2023: Month in review with editor Hope William-Smith

Your profession

May 2023: Month in review with editor Hope William-Smith

Take a look at some of the news and feature highlights of the last month

clock 31 May 2023 • 3 min read
LV= announces white labelled investment platform with Embark

Your profession

LV= announces white labelled investment platform with Embark

Smooth managed funds range to sit on new adviser-facing platform

clock 31 May 2023 • 1 min read
The KISS principle: Keep it simple, stochastically

Technology

The KISS principle: Keep it simple, stochastically

'Stochastic modelling is a particularly powerful tool'

clock 31 May 2023 • 5 min read
How advisers are bracing for the FSCS's revised levy demand

Your profession

How advisers are bracing for the FSCS's revised levy demand

PA speaks to advisers on the impact of the FSCS revised levy demand

clock 30 May 2023 • 5 min read
Advisers admit financial wellbeing is not a core part of the service

Your profession

Advisers admit financial wellbeing is not a core part of the service

Majority consider financial wellbeing as secondary to general planning

clock 30 May 2023 • 1 min read
FSCS declares Essex-based Pacific IFA failed over multiple SIPP cases

Your profession

FSCS declares Essex-based Pacific IFA failed over multiple SIPP cases

The lifeboat fund has received nine claims about Pacific IFA

clock 30 May 2023 • 1 min read
St James's Place on the search for its next chief executive

Your profession

St James's Place on the search for its next chief executive

The wealth manager is hunting for a replacement for Andrew Croft

clock 30 May 2023 • 1 min read
Clients tap into savings as cost-of-living crisis bites at all levels

Your profession

Clients tap into savings as cost-of-living crisis bites at all levels

Cost of living and pandemic prompts clients to take out more money

clock 30 May 2023 • 1 min read
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