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Your profession

The Penny Group acquires Midlands-based HNW advice firm

Companies

The Penny Group acquires Midlands-based HNW advice firm

Latest deal as part of the Chartered firm’s ‘buy and build’ strategy

clock 12 March 2024 • 2 min read
Behavioural coaching is 'cornerstone' of effective advice

Your profession

Behavioural coaching is 'cornerstone' of effective advice

Advisers serve as the ‘guardians of discipline’

clock 12 March 2024 • 4 min read
FCA fines advice firm nearly £900,000 over British Steel failings

Companies

FCA fines advice firm nearly £900,000 over British Steel failings

IFM ‘poorly advised’ clients to transfer out of DB pension schemes

clock 11 March 2024 • 2 min read
Swindon advice firm declared failed by FSCS for pensions advice

Companies

Swindon advice firm declared failed by FSCS for pensions advice

A.P Financial Services UK is no longer trading

clock 11 March 2024 • 1 min read
Reflecting on last week's Spring Budget and the upcoming elections

Your profession

Reflecting on last week's Spring Budget and the upcoming elections

'Do we need to demonstrate value in the UK market to entice investment?'

clock 11 March 2024 • 3 min read
Plannr to launch app for increased client access to advisers' services

Your profession

Plannr to launch app for increased client access to advisers' services

The app will be released in the next six to eight weeks

clock 11 March 2024 • 1 min read
Editor's View: A very busy work week for financial advisers

Adviser tips

Editor's View: A very busy work week for financial advisers

The editor's Friday Night Takeaway from 8 March

clock 08 March 2024 • 1 min read
Royal London eyes 'superior' technology for pensions business

Your profession

Royal London eyes 'superior' technology for pensions business

Barry O'Dwyer reveals digital platform plans for pensions arm

clock 08 March 2024 • 1 min read
More than two thirds of women prefer female financial advisers

Your profession

More than two thirds of women prefer female financial advisers

Women feel ‘less judged’ discussing their finances with other women

clock 08 March 2024 • 1 min read
Advisers failing to meet female client expectations

Your profession

Advisers failing to meet female client expectations

In areas such as trust, value for money and relatability

clock 08 March 2024 • 1 min read
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