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Your profession

Adviser Outsourcing partners with Contengo on income processing software launch

Technology

Adviser Outsourcing partners with Contengo on income processing software launch

Teases ‘ambitious plans’ for further feature rollouts

clock 18 February 2025 • 2 min read
Fidelius unveils rebrand and expansion plans following Sӧderberg & Partners backing

Companies

Fidelius unveils rebrand and expansion plans following Sӧderberg & Partners backing

Plans to double AUM by 2029

clock 17 February 2025 • 2 min read
FCA delays portfolio management SDR implementation

Your profession

FCA delays portfolio management SDR implementation

'We no longer intend to publish a policy statement in Q2 2025'

clock 17 February 2025 • 1 min read
FCA takes more time to review 'polluter pays' redress feedback

Regulation

FCA takes more time to review 'polluter pays' redress feedback

Intends to publish response later this year

clock 17 February 2025 • 3 min read
Human behaviour: Assessing attitudes to risk over the lifetime

Your profession

Human behaviour: Assessing attitudes to risk over the lifetime

Exploring financial personality dimensions

clock 14 February 2025 • 4 min read
The last straw: VAT on school fees piles pressure on stretched family finances

Your profession

The last straw: VAT on school fees piles pressure on stretched family finances

VAT of 20% now applies to school fees for education provided on or after 1 January

clock 14 February 2025 • 4 min read
Wealth management firm Nova Wealth gains B Corp status

Companies

Wealth management firm Nova Wealth gains B Corp status

Recognises that ‘talent comes from all backgrounds’

clock 13 February 2025 • 2 min read
Financial risks of romance scams: What advisers need to know

Your profession

Financial risks of romance scams: What advisers need to know

'Romance scams are a significant threat to clients' financial and emotional well-being'

clock 13 February 2025 • 4 min read
Advice firms move away from generic platforms as customisation gains momentum

Your profession

Advice firms move away from generic platforms as customisation gains momentum

Advisers increasingly favour branded and customised platform models

clock 13 February 2025 • 2 min read
Benchmark Capital snaps up advice firm Robertson Baxter

Companies

Benchmark Capital snaps up advice firm Robertson Baxter

Adds £200m in assets to the network

clock 13 February 2025 • 2 min read
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