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Your profession

Financial advice exam costs continue to rise

Your profession

Financial advice exam costs continue to rise

Level 4 offerings see biggest price jump

clock 14 November 2024 • 3 min read
PFS Conference 2024: AI should augment not replace human element in advice

Technology

PFS Conference 2024: AI should augment not replace human element in advice

Firms that adopt technology to save time will improve client experience

clock 14 November 2024 • 2 min read
Vulnerability taboos deterring clients from seeking additional adviser support

Your profession

Vulnerability taboos deterring clients from seeking additional adviser support

Industry needs to ‘reshape the dialogue’ around vulnerable clients

clock 14 November 2024 • 3 min read
Matthew Hill: A PFS/CII split is possible but would hurt members

Your profession

Matthew Hill: A PFS/CII split is possible but would hurt members

CII CEO says it would not be easy for PFS to break away

clock 14 November 2024 • 2 min read
Advisers shift focus on retirement portfolios amid regulatory scrutiny

Your profession

Advisers shift focus on retirement portfolios amid regulatory scrutiny

Use of centralised retirement propositions almost doubles following thematic review

clock 14 November 2024 • 2 min read
FCA admits there could have been better handling of name and shame proposals

Your profession

FCA admits there could have been better handling of name and shame proposals

Update on proposals due next week

clock 13 November 2024 • 3 min read
Titan Wealth ex-employee faces trial over alleged harassment

Your profession

Titan Wealth ex-employee faces trial over alleged harassment

Marian Okunola pleads not guilty to charges of harassment via emails

clock 12 November 2024 • 1 min read
Advice firm declared failed by FSCS over SIPP advice

Companies

Advice firm declared failed by FSCS over SIPP advice

One claim upheld so far against Charthouse Asset Management

clock 12 November 2024 • 1 min read
Advisers call for enhanced compliance processes to use AI

Technology

Advisers call for enhanced compliance processes to use AI

AI ‘firmly embedded’ into advice journey but ‘more work needs to be done’

clock 12 November 2024 • 2 min read
PFS Conference 2024: 'Augmented advice' will give clients best of both worlds

Technology

PFS Conference 2024: 'Augmented advice' will give clients best of both worlds

Advisers can scale-up by embracing technology

clock 12 November 2024 • 2 min read
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