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Heather Hopkins

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
Advice industry set for large wave of acquirer consolidation

Your profession

Advice industry set for large wave of acquirer consolidation

Latest findings on industry consolidation trends from NextWealth

clock 30 March 2023 • 1 min read
Advice acquisitions double with £48bn in AUM bought in 2022

Your Business

Advice acquisitions double with £48bn in AUM bought in 2022

More than 160 acquisitions announced in the last three years

clock 30 March 2023 • 2 min read
Flexibility 'a necessity' for hybrid advice, says NextWealth

Business models

Flexibility 'a necessity' for hybrid advice, says NextWealth

New report collates views from 327 advice professionals

clock 27 February 2023 • 2 min read
Platforms eye pension opportunities once dashboard goes live

Wrap/platforms

Platforms eye pension opportunities once dashboard goes live

Call to starting to thinking 'beyond implementation’

clock 24 January 2023 • 2 min read
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