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Your profession

AdvisoryAI unveils adviser app to support in-person meeting note taking

Technology

AdvisoryAI unveils adviser app to support in-person meeting note taking

Advisory AI’s app aims to eliminate manual note taking and transcribe

clock 28 November 2024 • 1 min read
Independent or restricted: What's in a name?

Your profession

Independent or restricted: What's in a name?

Shifting the focus to 'regulated advice'

clock 28 November 2024 • 4 min read
Platform service worsens as cost of living spurs clients to move assets

Your profession

Platform service worsens as cost of living spurs clients to move assets

'People are needing cash more than ever right now'

clock 28 November 2024 • 2 min read
PA Awards 2025: Adviser Firm of the Year shortlists revealed!

Your profession

PA Awards 2025: Adviser Firm of the Year shortlists revealed!

The industry's best advice firms from across the UK

clock 28 November 2024 • 2 min read
FCA softens enforcement approach following backlash

Your profession

FCA softens enforcement approach following backlash

Final decision in Q1 2025

clock 28 November 2024 • 2 min read
ZeroKey integrates with Iress' Xplan to eliminate manual data entry for advisers

Technology

ZeroKey integrates with Iress' Xplan to eliminate manual data entry for advisers

Gives financial advisers ‘even greater’ access to data

clock 28 November 2024 • 2 min read
A twenty-year industry retrospective from RSMR's Ken Rayner

Your profession

A twenty-year industry retrospective from RSMR's Ken Rayner

'The only constant in life is change'

clock 27 November 2024 • 4 min read
Majority of advisers offboarding more clients than usual

Your profession

Majority of advisers offboarding more clients than usual

Advisers expect offboarding to increase in next 12 months

clock 27 November 2024 • 1 min read
PA Awards 2025: Provider shortlists revealed!

Your profession

PA Awards 2025: Provider shortlists revealed!

Recognising the best in multi-asset and MPS investing, paraplanning, Consumer Duty, and more...

clock 27 November 2024 • 2 min read
Consumer Duty Alliance to launch international arm for expats

Your profession

Consumer Duty Alliance to launch international arm for expats

The alliance to be chaired by Chartered financial practitioner Jane Hodges

clock 27 November 2024 • 2 min read
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