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Your profession

FOS CEO Abby Thomas steps down

People

FOS CEO Abby Thomas steps down

James Dipple-Johnstone and Jenny Simmonds will cover

clock 07 February 2025 • 1 min read
Financial planning shifts from 'sales-based to experience-based' industry

Your profession

Financial planning shifts from 'sales-based to experience-based' industry

Sector shifts towards inclusivity and client experience

clock 07 February 2025 • 2 min read
FCA: 'We need to deliver policy quickly' to tackle advice gap

Your profession

FCA: 'We need to deliver policy quickly' to tackle advice gap

Sara Woodroffe stressed the need for swift action amid advice/guidance boundary review

clock 07 February 2025 • 2 min read
Adviser business owners upbeat as 80% report increased turnover

Your profession

Adviser business owners upbeat as 80% report increased turnover

Two-thirds of IFAs predict higher profits in 2025 but many feeling regulatory pressure

clock 06 February 2025 • 2 min read
FCA rejects all Blackmore Bonds complaints

Companies

FCA rejects all Blackmore Bonds complaints

Regulator writes to those who complained about the way it handled the case

clock 06 February 2025 • 2 min read
Third Financial launches portal for large advice firms and consolidators

Companies

Third Financial launches portal for large advice firms and consolidators

Platform has launched a white-labelled digital proposition

clock 06 February 2025 • 2 min read
St James's Place partners with Dynamic Planner for client risk profiling

Companies

St James's Place partners with Dynamic Planner for client risk profiling

Aims to provide ‘comprehensive’ risk profiling services

clock 06 February 2025 • 2 min read
SJP partner practice part of Quilter's latest AR swoop

Companies

SJP partner practice part of Quilter's latest AR swoop

Four more AR firms join Quilter’s advice network

clock 06 February 2025 • 1 min read
Lords committee urges FCA to call off 'damaging' name and shame plans

Regulation

Lords committee urges FCA to call off 'damaging' name and shame plans

Report concluded that this is ‘not the way to regulate’

clock 06 February 2025 • 4 min read
Regulator soft launches £2.5m firm checker tool to help protect consumers

Regulation

Regulator soft launches £2.5m firm checker tool to help protect consumers

‘FCA Firm Checker’ is live for small number of users

clock 05 February 2025 • 1 min read
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