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Financial advice

'It sits all over the place': The tech platform tackling the advice data issue

Technology

'It sits all over the place': The tech platform tackling the advice data issue

Afternoon was the winner of The Lang Cat’s AdviceTech Catwalk

clock 03 July 2026 • 3 min read
FCA urges firms to improve legacy pension value despite historic advice

Regulation

FCA urges firms to improve legacy pension value despite historic advice

Individuals holding legacy products receiving poorer value, regulator finds

clock 02 July 2026 • 3 min read
Rise of the money coach

Your profession

Rise of the money coach

Advice hurdles pose as push factors but plenty of pull factors too

clock 30 June 2026 • 9 min read
Charging deceased clients accidentally 'more common' than advice profession would like

Your profession

Charging deceased clients accidentally 'more common' than advice profession would like

‘The fee outlives the service because the records do not talk to each other’

clock 18 June 2026 • 4 min read
News editor's view: Why advisers should pay attention to student loans

Your profession

News editor's view: Why advisers should pay attention to student loans

The news editor's Friday Night Takeaway from 12 June

clock 12 June 2026 • 4 min read
IFA Pension Pulse secures PE investment

Companies

IFA Pension Pulse secures PE investment

HGL Private Capital backs advice firm for undisclosed sum

clock 12 June 2026 • 1 min read
Poole-based advice firm snaps up Southampton IFA

Companies

Poole-based advice firm snaps up Southampton IFA

Baggette + Co Wealth Management acquires Burgess Williams

clock 10 June 2026 • 2 min read
Transact upgrades API to improve adviser software integration

Technology

Transact upgrades API to improve adviser software integration

Supports firms with CRM‑led workflows and increasingly digital advice journeys

clock 04 June 2026 • 2 min read
Proposed simplified advice rules unlikely to help service new clients, advisers say

Regulation

Proposed simplified advice rules unlikely to help service new clients, advisers say

Research from AJ Bell

clock 01 June 2026 • 1 min read
Why advice firms need to be 'more intentional' when attracting new talent

Your Business

Why advice firms need to be 'more intentional' when attracting new talent

Financial advice not seen as ‘a profession at all, let alone a first-choice career’

clock 27 May 2026 • 8 min read
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