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Your profession

Tools of the trade: Looking beyond traditional adviser tech

Technology

Tools of the trade: Looking beyond traditional adviser tech

‘There is no silver bullet to solve this…no single piece of regulation’

clock 20 December 2023 • 4 min read
More than one third of 18-34-year-olds trust 'finfluencers'

Your profession

More than one third of 18-34-year-olds trust 'finfluencers'

The majority of those aged 18-34 have seen finance posts from influencers

clock 20 December 2023 • 1 min read
Retirement planning takes back seat amid cost of living crisis

Your profession

Retirement planning takes back seat amid cost of living crisis

Seven in ten people ‘have done little, if any’ retirement planning

clock 19 December 2023 • 1 min read
Defaqto unveils Consumer Duty profiles for top 20 MPS portfolios

Your profession

Defaqto unveils Consumer Duty profiles for top 20 MPS portfolios

Structured around FCA's four key outcomes

clock 19 December 2023 • 1 min read
Holistic dominates as favoured type of financial advice

Your profession

Holistic dominates as favoured type of financial advice

Those who get holistic advice are generally happier

clock 19 December 2023 • 1 min read
Nearly a third of future beneficiaries have never had financial advice

Your profession

Nearly a third of future beneficiaries have never had financial advice

Respondents would take advice if they were to receive a large sum of money

clock 19 December 2023 • 1 min read
Tavistock reports 19% revenue surge on back of Titan Wealth payments

Your profession

Tavistock reports 19% revenue surge on back of Titan Wealth payments

The Berkshire-based firm posts increase in revenue and profit

clock 19 December 2023 • 1 min read
Atomos sweeps up two more advice firms to close out 2023

Your profession

Atomos sweeps up two more advice firms to close out 2023

Firms in Devon and Surrey to be integrated by the end of March

clock 19 December 2023 • 1 min read
Regulation the 'number one headache' for advisers in 2023

Your profession

Regulation the 'number one headache' for advisers in 2023

Despite this, advice firms are confident Consumer Duty has been met

clock 19 December 2023 • 2 min read
CII chief executive Alan Vallance to step down earlier than expected

Your profession

CII chief executive Alan Vallance to step down earlier than expected

Chief customer officer Gill White will take over as CII’s acting chief executive

clock 18 December 2023 • 1 min read
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