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Your profession

Single pane of glass: Unifying communication supervision across channels

Technology

Single pane of glass: Unifying communication supervision across channels

Consolidates communications from multiple channels into a single, real-time dashboard

clock 07 May 2025 • 4 min read
Should cash ISA limit become £4,000? Industry survey says no

Your profession

Should cash ISA limit become £4,000? Industry survey says no

Just a quarter of respondents would support the change

clock 07 May 2025 • 3 min read
LV= confirmed as Women in Financial Advice Awards 2025 headline sponsor

Your profession

LV= confirmed as Women in Financial Advice Awards 2025 headline sponsor

Mutual backs WIFA 2025

clock 07 May 2025 • 1 min read
Morningstar CEO: Advisers and industry need 'shared language' around risk

Investment

Morningstar CEO: Advisers and industry need 'shared language' around risk

Kapoor points to UK regulation becoming more ‘goals focused’

clock 07 May 2025 • 2 min read
Asset management M&A activity fails to deliver 'meaningful profitability improvements'

Your profession

Asset management M&A activity fails to deliver 'meaningful profitability improvements'

M&A strategy not necessarily a winner

clock 06 May 2025 • 1 min read
Scottish tech firm takes control of Marlborough's IFA platform to drive 'next-gen wealth infrastructure'

Your profession

Scottish tech firm takes control of Marlborough's IFA platform to drive 'next-gen wealth infrastructure'

The Marlborough Select Platform caters to advisers and their clients

clock 06 May 2025 • 1 min read
Origo rolls out whole-of-market ULoA to 'streamline' advisers' LoA requests

Your profession

Origo rolls out whole-of-market ULoA to 'streamline' advisers' LoA requests

Developed following industry feedback

clock 06 May 2025 • 2 min read
CII corporate Chartered status pilot expected in autumn

Your profession

CII corporate Chartered status pilot expected in autumn

No final decision on status overhaul has been made

clock 06 May 2025 • 4 min read
Warren Buffett confirms retirement from Berkshire Hathaway

People

Warren Buffett confirms retirement from Berkshire Hathaway

After six decades at the helm

clock 06 May 2025 • 1 min read
Advisers urged to prioritise mindset over products in retirement planning

Your profession

Advisers urged to prioritise mindset over products in retirement planning

Defaqto conference panellists urge shift to service-led, goal-driven strategies

clock 02 May 2025 • 1 min read
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