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Your profession

Mattioli Woods profit up 60% as advice demand jumps

Your profession

Mattioli Woods profit up 60% as advice demand jumps

The firm’s pre-tax profits reached £7.6m in six months to 30 November

clock 06 February 2024 • 2 min read
Nearly half of wealth managers 'dissatisfied' with their tech systems

Your profession

Nearly half of wealth managers 'dissatisfied' with their tech systems

Wealth managers view their current technology systems as outdated

clock 06 February 2024 • 1 min read
Editor's View: How do you want advice represented on a TV ad?

Adviser tips

Editor's View: How do you want advice represented on a TV ad?

The editor's Friday Night Takeaway from 2 February

clock 02 February 2024 • 1 min read
Why tech compels us to rethink financial advice for the better

Technology

Why tech compels us to rethink financial advice for the better

'Tech should empower advisers, not overpower them'

clock 01 February 2024 • 5 min read
Ascot Lloyd begins search for CEO as Nigel Stockton exits

People

Ascot Lloyd begins search for CEO as Nigel Stockton exits

The IFA firm is on the lookout for a successor to Nigel Stockton

clock 01 February 2024 • 1 min read
Aegon Financial Planning launches after Nationwide transfer

Companies

Aegon Financial Planning launches after Nationwide transfer

Aegon completes integration of building society’s planning service

clock 01 February 2024 • 1 min read
FCA warns on unathorised Harrogate-based financial firm

Your profession

FCA warns on unathorised Harrogate-based financial firm

The regulator says Boeing may be providing services without permission

clock 31 January 2024 • 1 min read
SJP to 'bring financial advice benefit to life' with ad campaign

Your profession

SJP to 'bring financial advice benefit to life' with ad campaign

Advert set to air in spring to show ‘importance of value of advice’

clock 31 January 2024 • 1 min read
Evelyn Partners records £2.1bn inflows as 'last year's headwinds ease'

Companies

Evelyn Partners records £2.1bn inflows as 'last year's headwinds ease'

The financial services giant also saw AUMA rise to £59.1bn in Q4

clock 31 January 2024 • 1 min read
Nucleus removes exit fees for Curtis Banks SIPP clients

Your profession

Nucleus removes exit fees for Curtis Banks SIPP clients

The adviser platform expects clients to save £5m with this move in 2024

clock 31 January 2024 • 1 min read
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