Financial advice

Designed to attract new entrants into the profession

Consumer Duty compliance data gaps

Y Tree executive director Eliana Sydes speaks to PA

In partnership with GayWealth

Consumer Duty Alliance tech forum attendees hear

Publishes guide suggesting to ‘move beyond a pensions-only approach’

A new provider consortium, working with Origo’s Unipass Letter of Authority service, sets out how a common digital LoA approach could reshape advice and servicing

Acquires Glasgow-based Phoenix Wealth Solutions

Evidence of ‘massive improvements’ but there’s still more to do

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