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Your profession

IFAs and clients 'misaligned' on value of financial advice

Your profession

IFAs and clients 'misaligned' on value of financial advice

Adviser-client misalignment found when it comes to investment performance

clock 19 November 2024 • 2 min read
Assets hit 'new high' of £2.4bn at Continuum as adviser numbers grow

Companies

Assets hit 'new high' of £2.4bn at Continuum as adviser numbers grow

Assets under influence grew 26% year-on-year

clock 19 November 2024 • 2 min read
ValidPath CEO on redefining independence in financial advice

Your profession

ValidPath CEO on redefining independence in financial advice

‘True independence means being free from any ties’

clock 19 November 2024 • 3 min read
65 years in advice: John Lamb Hill Oldridge's major milestone

Companies

65 years in advice: John Lamb Hill Oldridge's major milestone

'The underlying premise for what we do hasn't changed'

clock 18 November 2024 • 4 min read
FCA fines and bans pair for 'recklessly' breaching asset requirement

Companies

FCA fines and bans pair for 'recklessly' breaching asset requirement

Craig Buchan and Martin Cooke fined around £6,000 each

clock 18 November 2024 • 2 min read
PFS writes to members to seek reasons behind AGM rebel vote down

Your profession

PFS writes to members to seek reasons behind AGM rebel vote down

Board intends to consider feedback ahead of 4 December meeting

clock 18 November 2024 • 2 min read
Succession Wealth snaps up True Wealth Group adding £1.1bn in assets

Companies

Succession Wealth snaps up True Wealth Group adding £1.1bn in assets

The firm’s first entry into Northern Ireland

clock 18 November 2024 • 2 min read
Advice firms only spending 35% of time on client meetings

Technology

Advice firms only spending 35% of time on client meetings

Spending more time on business, compliance and staff development

clock 18 November 2024 • 2 min read
Analysis: Advice M&A continues apace as FCA review looms

Your profession

Analysis: Advice M&A continues apace as FCA review looms

Firms taking very different approaches to buying and selling

clock 18 November 2024 • 7 min read
Mansion House speech was 'an effort to shake up the sector'

Your profession

Mansion House speech was 'an effort to shake up the sector'

The start of a ‘long line of positive developments’

clock 18 November 2024 • 2 min read
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