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Heather Hopkins

AI scepticism among the financial advice industry declines

Technology

AI scepticism among the financial advice industry declines

One third of advice professionals are using AI in their businesses

clock 20 September 2024 • 1 min read
Only one-quarter of advisers satisfied with current tech stack

Technology

Only one-quarter of advisers satisfied with current tech stack

Advisers urge providers to facilitate better back-office integrations

clock 19 September 2024 • 2 min read
Red flags raised in client decumulation risk assessments

Your profession

Red flags raised in client decumulation risk assessments

Attitude to risk questionnaires could be unsuitable for decumulation

clock 11 July 2024 • 3 min read
Continued shift towards passive in MPS while costs decline

DFM & Model Portfolios

Continued shift towards passive in MPS while costs decline

NextWealth finds 14% of MPS assets have moved from active to passive

clock 14 June 2024 • 1 min read
Consumer Duty fueling continued surge in consolidation

Your profession

Consumer Duty fueling continued surge in consolidation

Regulatory pressures propel surge in consolidation in financial advice sector

clock 12 March 2024 • 1 min read
M&A activity 're-shaping' financial advice industry

Your profession

M&A activity 're-shaping' financial advice industry

'Acquirers are increasingly looking at consolidation, not aggregation’

clock 12 March 2024 • 2 min read
AI will play key role in compliance checking for small advice firms

Technology

AI will play key role in compliance checking for small advice firms

AI to help small firms present ‘more manageable interface’ with the FCA

clock 20 February 2024 • 1 min read
DFMs enhance adviser due diligence ahead of Consumer Duty

Your profession

DFMs enhance adviser due diligence ahead of Consumer Duty

DFMs say advisers offering co-branded MPS are co-manufacturers

clock 13 June 2023 • 1 min read
Uptick in advisers reporting to clients on sustainable investments

Investment

Uptick in advisers reporting to clients on sustainable investments

More advisers reporting to all clients on sustainable investments

clock 28 April 2023 • 1 min read
PA360: 'Not sustainable' for advisers to use just one platform

Wrap/platforms

PA360: 'Not sustainable' for advisers to use just one platform

More due diligence needed across multiple platforms

clock 27 April 2023 • 2 min read
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