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Your profession

Editor's View: Next level technology for the advice industry

Adviser tips

Editor's View: Next level technology for the advice industry

The editor's Friday Night Takeaway from 9 June

clock 09 June 2023 • 2 min read
FSCS declares Newport-based Thomas Financial in default

Your profession

FSCS declares Newport-based Thomas Financial in default

A ‘small IFA failure’ with two claims made against it

clock 09 June 2023 • 1 min read
Evelyn Partners sets fresh direction with new chief executive

Your profession

Evelyn Partners sets fresh direction with new chief executive

Comes after a strong 2022 of advice firm acquisitions and growth

clock 09 June 2023 • 1 min read
A day in the life of an adviser: Penzance-based Demi-Leigh Gilks

Your profession

A day in the life of an adviser: Penzance-based Demi-Leigh Gilks

PA hears how advisers all across the nation structure their workdays

clock 09 June 2023 • 3 min read
Advisers called to be more open-minded to embracing AI

Your profession

Advisers called to be more open-minded to embracing AI

Artificial intelligence should be on advisers’ radar, Schroders says

clock 08 June 2023 • 1 min read
Demand for sustainable investing wanes amid doubts

Your profession

Demand for sustainable investing wanes amid doubts

More advisers report decline in client interest for sustainable investment

clock 08 June 2023 • 1 min read
FE Fundinfo integrates Analytics and Cashcalc after 2021 acquisition

Technology

FE Fundinfo integrates Analytics and Cashcalc after 2021 acquisition

Move designed to cut wasted time for advisers

clock 08 June 2023 • 2 min read
Evolving cost of living pressures: Advisers on clients' changing plans

Your profession

Evolving cost of living pressures: Advisers on clients' changing plans

Increased household expenses cited as reason for changing financial plans

clock 08 June 2023 • 1 min read
M&G to make 4% of staff redundant via voluntary scheme

Companies

M&G to make 4% of staff redundant via voluntary scheme

The redundancy programme is part of £200m cost cutting drive

clock 08 June 2023 • 1 min read
Here to help: Common client mistakes advisers can solve

Your profession

Here to help: Common client mistakes advisers can solve

Taking early advice pays off in long-term for clients

clock 07 June 2023 • 5 min read
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