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Your profession

How can firms improve client engagement with wealth products?

Your profession

How can firms improve client engagement with wealth products?

Consumer first focus; Simplifying prodcut information

clock 30 June 2025 • 4 min read
'Essential' that FCA and FOS are fully aligned on targeted support and simplified advice

Regulation

'Essential' that FCA and FOS are fully aligned on targeted support and simplified advice

Simplified advice engagement to come end of this year

clock 30 June 2025 • 6 min read
People Moves: PIMFA adds Nedbank Private Wealth CEO to board

People

People Moves: PIMFA adds Nedbank Private Wealth CEO to board

Stuart Cummins latest board appointment

clock 30 June 2025 • 1 min read
FCA unveils targeted support plans

Regulation

FCA unveils targeted support plans

To conduct further work on simplified advice

clock 30 June 2025 • 5 min read
Verso rejects platform incentives model, says adoption must be earned

Your profession

Verso rejects platform incentives model, says adoption must be earned

Nucleus-built platform rolled out across advice group with no mandated use as consolidator targets £5bn AUM

clock 27 June 2025 • 2 min read
Number of highly vulnerable clients slides

Your profession

Number of highly vulnerable clients slides

Dynamic Planner research finds

clock 27 June 2025 • 2 min read
Anthony Carty: Why the nuance of private equity in advice matters

Your profession

Anthony Carty: Why the nuance of private equity in advice matters

When done right, PE can help deliver sustainable growth for the whole market

clock 27 June 2025 • 4 min read
Consumer Duty Alliance launches data forum to help with FCA expectations

Regulation

Consumer Duty Alliance launches data forum to help with FCA expectations

Chaired by Model Office’s Chris Davies

clock 26 June 2025 • 1 min read
Next Generation Advisers: Meet Nova Wealth's Lauren O'Loughlin

People

Next Generation Advisers: Meet Nova Wealth's Lauren O'Loughlin

‘I wanted to have my own success’

clock 26 June 2025 • 5 min read
Investment platform TILLIT to shut down

Companies

Investment platform TILLIT to shut down

No new accounts can be opened and it will close on 12 September

clock 26 June 2025 • 1 min read
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