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Financial advice

Barclays launches planning and advice service

Companies

Barclays launches planning and advice service

Service launched for customers with minimum £150,000 to invest

clock 30 April 2026 • 2 min read
'Clients don't want to be impressed by your tech stack'

Technology

'Clients don't want to be impressed by your tech stack'

PA360 panellists highlight AI is not taking over admin or paraplanner jobs

clock 29 April 2026 • 4 min read
AdvisoryAI launches rebrand amid 'record' growth

Technology

AdvisoryAI launches rebrand amid 'record' growth

Conversational interface to launch later this month

clock 22 April 2026 • 2 min read
Royal London launches targeted support ISA service

Regulation

Royal London launches targeted support ISA service

Available to existing customers via its app

clock 20 April 2026 • 2 min read
Risk Warnings Review to create 'meaningful shift' in advice communication

Regulation

Risk Warnings Review to create 'meaningful shift' in advice communication

Will bolster adviser confidence to use social media platforms

clock 16 April 2026 • 5 min read
Most advice firms not planning to implement targeted support - research

Regulation

Most advice firms not planning to implement targeted support - research

Firms are taking a ‘wait and see’ approach

clock 16 April 2026 • 3 min read
Attitudinal targeted support could be 'the way forward' - research

Regulation

Attitudinal targeted support could be 'the way forward' - research

Investments increased 30% when targeted support focused on attitudes

clock 15 April 2026 • 4 min read
FCA unveils open finance vision including 'tailored financial advice' help

Regulation

FCA unveils open finance vision including 'tailored financial advice' help

Highlights need for ‘urgent action’ by advisers, tech expert says

clock 14 April 2026 • 3 min read
'Slow start' expected for targeted support as rules go live

Regulation

'Slow start' expected for targeted support as rules go live

Royal London one of the first to get FCA approval

clock 07 April 2026 • 4 min read
Quilter Academy celebrates 124 adviser graduates

Your Business

Quilter Academy celebrates 124 adviser graduates

From military and navy, professional sport, hospitality and senior management

clock 23 March 2026 • 1 min read
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