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Your profession

St James's Place to offer adviser virtual reality training through CII

Your profession

St James's Place to offer adviser virtual reality training through CII

SJP now piloting two VR empathy and vulnerability face-to-face sessions

clock 08 April 2024 • 2 min read
Editor's View: A very happy new (financial!) year to you

Adviser tips

Editor's View: A very happy new (financial!) year to you

The editor's Friday Night Takeaway from 5 April

clock 05 April 2024 • 1 min read
Three top tips for spotting and supporting vulnerable clients

Your profession

Three top tips for spotting and supporting vulnerable clients

Rather than directly a more nuanced approach is recommended

clock 05 April 2024 • 4 min read
PA Working Lunches: Live in Chester, Cambridgeshire, Bristol

Your profession

PA Working Lunches: Live in Chester, Cambridgeshire, Bristol

A look ahead at the upcoming live regional lunch CPD events

clock 05 April 2024 • 1 min read
Small advice firms urged to build a 'technology network'

Technology

Small advice firms urged to build a 'technology network'

‘IFAs should build a technology network within their professional one’

clock 04 April 2024 • 2 min read
FOS expecting light British Steel workload for 2024/25

Your profession

FOS expecting light British Steel workload for 2024/25

Ombudsman expects to receive 12,800 investment and pensions complaints

clock 04 April 2024 • 1 min read
Unauthorised director to hand investors £1.6m following FCA probe

Regulation

Unauthorised director to hand investors £1.6m following FCA probe

Amount secured for investors by the FCA following High Court approval

clock 04 April 2024 • 1 min read
Increased workload expected by FOS as it estimates 210,000 cases

Your profession

Increased workload expected by FOS as it estimates 210,000 cases

Ombudsman has committed to resolve 17% more cases in the year ahead

clock 04 April 2024 • 2 min read
The role of financial advisers: Helping secure the future

Your profession

The role of financial advisers: Helping secure the future

Having the right tech in place is critical for advisers

clock 03 April 2024 • 3 min read
Söderberg & Partners-backed Fidelius debuts partnership model

Your profession

Söderberg & Partners-backed Fidelius debuts partnership model

‘We can now put in place the exciting plans we have devised’

clock 03 April 2024 • 1 min read
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