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the lang cat

IFAs and clients 'misaligned' on value of financial advice

Your profession

IFAs and clients 'misaligned' on value of financial advice

Adviser-client misalignment found when it comes to investment performance

clock 19 November 2024 • 2 min read
Advisers basing platform selection on CGT support

Your profession

Advisers basing platform selection on CGT support

As speculation around CGT regime changes ramp up ahead of the Budget

clock 24 October 2024 • 3 min read
FCA declines to rule out simplified advice amid shelving reports

Regulation

FCA declines to rule out simplified advice amid shelving reports

Expect update later this year, regulator says

clock 13 August 2024 • 3 min read
Adviser platforms and significant change events in the space

Wrap/platforms

Adviser platforms and significant change events in the space

Six monthly due diligence should be the goal

clock 09 July 2024 • 5 min read
Three in ten write off financial advice due to cost concerns

Your profession

Three in ten write off financial advice due to cost concerns

Other barriers include uncertainty and trust worries

clock 04 July 2024 • 1 min read
Consumer Duty threatens to widen advice gap by 1.5 million

Your profession

Consumer Duty threatens to widen advice gap by 1.5 million

Advisers could already have cut 600,000 clients loose, findings suggest

clock 04 July 2024 • 2 min read
Advisers say regulators and government must lead on advice gap

Your profession

Advisers say regulators and government must lead on advice gap

Findings that a ‘clear consensus’ that responsibility lies at the top

clock 03 July 2024 • 1 min read
Platform asset growth continues but outflows 'hit new highs'

Platforms

Platform asset growth continues but outflows 'hit new highs'

Advised platform Q1 outflows increased to £16.25bn

clock 23 May 2024 • 2 min read
Coming of age: How advisers are navigating the MPS market

Managed solutions

Coming of age: How advisers are navigating the MPS market

'If it's cheap and unsuitable, it's still unsuitable'

clock 28 March 2024 • 6 min read
Advised platform assets grow but net sales slump to £1.17bn

Platforms

Advised platform assets grow but net sales slump to £1.17bn

Quilter tops gross sales and True Potential tops net sales

clock 21 March 2024 • 2 min read
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