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Your profession

Dynamic Planner targets annual reviews in latest AI plans for advisers

Technology

Dynamic Planner targets annual reviews in latest AI plans for advisers

Annual review reports to be done in under five seconds

clock 12 February 2025 • 3 min read
MPs warn £5.5bn tax evasion cost could be 'vastly underestimated'

Your profession

MPs warn £5.5bn tax evasion cost could be 'vastly underestimated'

HMRC ‘does not have a clear objective or strategy to tackle the issue’, committee finds

clock 12 February 2025 • 3 min read
Fintel joint CEO Neil Stevens to leave in June

People

Fintel joint CEO Neil Stevens to leave in June

Fellow joint CEO Matt Timmins to run the business

clock 11 February 2025 • 1 min read
AJ Bell adds MPS range to Mabel Insights platform

Your profession

AJ Bell adds MPS range to Mabel Insights platform

AJ Bell: ‘The Mabel Insights platform provides advisers with a wealth of information’

clock 11 February 2025 • 1 min read
SJP refunds client's ongoing advice fees after absence of review

Companies

SJP refunds client's ongoing advice fees after absence of review

A total of £1,358 paid back following FOS decision

clock 11 February 2025 • 3 min read
Quilter CEO: 'It's really tough to be a platform'

Your profession

Quilter CEO: 'It's really tough to be a platform'

‘We can’t build a platform that is for every single adviser’

clock 10 February 2025 • 1 min read
IFA business scalability: If Amazon was a financial adviser…

Technology

IFA business scalability: If Amazon was a financial adviser…

What would have to change for advisers to be five times as efficient?

clock 10 February 2025 • 5 min read
M&A process a 'disturbing event' for IFAs

Your profession

M&A process a 'disturbing event' for IFAs

‘Acquisitions have emotional toll on everyone involved'

clock 10 February 2025 • 6 min read
Verso Group acquires WH Ireland's Henley-based wealth team

Your profession

Verso Group acquires WH Ireland's Henley-based wealth team

Acquisition supports Verso’s push toward £5bn in assets under management by 2027

clock 10 February 2025 • 1 min read
Shackleton acquires Norfolk-based Harrold Financial Planning

Your profession

Shackleton acquires Norfolk-based Harrold Financial Planning

The London-based firm adds £300m in AUM as part of its 16th deal since Sovereign investment

clock 10 February 2025 • 1 min read
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