Your profession

Companies

Transact purchases financial planning software provider Time4Advice

First acquisition of 2021

clock 11 January 2021 • 2 min read

Your profession

Three things your client may call you about this week ...

The Times, The Telegraph and FT

clock 11 January 2021 • 2 min read

Regulation

Watch: Interview with PIMFA's Simon Harrington on regulatory fees and lobbying for change

Fundamental changes needed

clock 08 January 2021 • 1 min read

Your profession

Copia Wealth Management declared in default by FSCS with 149 complaints

Pension advice and SIPPs

clock 08 January 2021 • 1 min read

Technology

Luke Beatty: Delivering much-needed tech solutions to advisers

Sprinting to the finish line

clock 08 January 2021 • 4 min read

Your profession

Garry Mackay: I'm a financial planner, but I'm also human - and this market nearly broke me

I am a human being

clock 07 January 2021 • 4 min read

Your profession

Adviser disappointment as CII exam certificates go paperless

No longer delivered by post

clock 07 January 2021 • 2 min read

People

Euan Munro named CEO of BNY Mellon IM's boutique Newton

Former CEO of Aviva Investors

clock 06 January 2021 • 1 min read

Your profession

CISI extends remote exam invigilation to all candidates

All its UK and international students

clock 06 January 2021 • 3 min read

Regulation

FCA identifies 30,000 instances of unregulated activity in last 12 months

Calls for more cash to fund scam prevention campaigns

clock 06 January 2021 • 3 min read