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Your profession

Two advice firms join Quilter Financial Planning network

Companies

Two advice firms join Quilter Financial Planning network

Sports Media and Entertainment WM and Holroyd Wealth Management join

clock 26 February 2024 • 1 min read
St James's Place co-founder Jacob Rothschild dies aged 87

People

St James's Place co-founder Jacob Rothschild dies aged 87

The advice firm which was established back in 1991

clock 26 February 2024 • 1 min read
Standard Life and Fidelity unveil smoothed fund for advice sector

Companies

Standard Life and Fidelity unveil smoothed fund for advice sector

The fund will be offered to advisers directly through the Fidelity platform

clock 26 February 2024 • 2 min read
Client risk tool hits market in bid to counter decumulation 'dilemma'

Companies

Client risk tool hits market in bid to counter decumulation 'dilemma'

Joint venture from Sparrows Capital and Just Group

clock 26 February 2024 • 1 min read
Seize the day: Harnessing technology's consumer benefits

Technology

Seize the day: Harnessing technology's consumer benefits

Reduce costs, improve financial education and boost inclusion

clock 23 February 2024 • 3 min read
Is advice really all just about money at the end of the day?

Your profession

Is advice really all just about money at the end of the day?

A look at whether the most money possible is all clients care about

clock 23 February 2024 • 4 min read
Editor's View: The mystery case of the anonymous advisers

Adviser tips

Editor's View: The mystery case of the anonymous advisers

The editor's Friday Night Takeaway from 23 February

clock 23 February 2024 • 1 min read
True Potential CEO: How AI is helping fill the advice gap problem

Technology

True Potential CEO: How AI is helping fill the advice gap problem

‘Our advisers are fully aligned with our view that tech is their friend’

clock 23 February 2024 • 6 min read
Majority of advisers deal with clients who worry about outliving wealth

Your profession

Majority of advisers deal with clients who worry about outliving wealth

Advisers say clients running out of money before they die is main concern

clock 22 February 2024 • 2 min read
A third of consumers say advice is less clear since Consumer Duty

Your profession

A third of consumers say advice is less clear since Consumer Duty

There is ‘some work to be done' with how firms implement the rules

clock 22 February 2024 • 1 min read
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