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Your profession

Wealthtime swings to £10m loss after setting aside £7.5m for legacy asset complaints

Your profession

Wealthtime swings to £10m loss after setting aside £7.5m for legacy asset complaints

Platform firm moves forward with Wipro-led transformation despite fall in profitability

clock 10 July 2025 • 2 min read
Advisers told AI is 'only as good as the data you feed it'

Technology

Advisers told AI is 'only as good as the data you feed it'

Avenir’s MacDonald urges advisers to look at internal processes first

clock 10 July 2025 • 2 min read
NextGen Planners becomes Plannex

Companies

NextGen Planners becomes Plannex

‘We have outgrown the name NextGen’

clock 10 July 2025 • 2 min read
MPS provider ups governance game as part of FCA requirement

Companies

MPS provider ups governance game as part of FCA requirement

Ebi has made several board and executive changes

clock 09 July 2025 • 4 min read
PA Awards 2026: Entries for all categories now open!

Your profession

PA Awards 2026: Entries for all categories now open!

Our 21st anniversary awards will be held in London next March

clock 09 July 2025 • 1 min read
Plannr integrates SmartSearch anti-money laundering checks into adviser workflows

Your profession

Plannr integrates SmartSearch anti-money laundering checks into adviser workflows

System aims to streamline client onboarding

clock 09 July 2025 • 1 min read
More than half of advisers have seen clients negatively affected by finfluencers

Your profession

More than half of advisers have seen clients negatively affected by finfluencers

‘Advisers are becoming, in many cases, financial paramedics'

clock 09 July 2025 • 2 min read
Adviser books lack younger clients as they pick DIY or robo-advice

Your profession

Adviser books lack younger clients as they pick DIY or robo-advice

Apathy and lack of advice value understanding also barriers

clock 09 July 2025 • 2 min read
Rishi Sunak returns to Goldman Sachs as senior adviser

Your profession

Rishi Sunak returns to Goldman Sachs as senior adviser

Joined as an analyst in 2001

clock 08 July 2025 • 1 min read
Big interview: Schroders head of UK Phil Middleton

People

Big interview: Schroders head of UK Phil Middleton

Middleton sits down with PA to talk about what’s next for the UK business and adviser market aims

clock 08 July 2025 • 7 min read
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