News Analysis

FCA's advice/guidance review: 'Boundaries must not be blurred'

Regulation

FCA's advice/guidance review: 'Boundaries must not be blurred'

‘It is vital that financial advice is not diluted’

clock 11 December 2023 • 5 min read
Consumer Duty implications in online client communication

Your profession

Consumer Duty implications in online client communication

The potential breaches advice firms could face when speaking to clients

clock 07 August 2023 • 3 min read
M&A activity in wealth management sector set for significant rise

Your Business

M&A activity in wealth management sector set for significant rise

Wealth managers acquired £137bn in combined value AUM last year

clock 02 May 2023 • 1 min read
SVB collapse symptom of 'easy money' over systemic banking issues

Economics / Markets

SVB collapse symptom of 'easy money' over systemic banking issues

Collapse is not an echo of 2008 - this time it is different

clock 13 March 2023 • 7 min read
The future of Embark? Platform CEO outlines a post-acquisition path

Platforms

The future of Embark? Platform CEO outlines a post-acquisition path

Jackie Leiper discusses recent resignations and plans for the future

clock 07 November 2022 • 3 min read
Bank of England gilt sales 'unlikely to upset markets too much'

Markets

Bank of England gilt sales 'unlikely to upset markets too much'

Central bank raises rates to 1.75%

clock 05 August 2022 • 3 min read
Foresight acquires Downing's technology ventures division

Your Business

Foresight acquires Downing's technology ventures division

PE AUM to £1.2bn

clock 13 June 2022 • 2 min read
£250k paid to shareholders after BSPS adviser entered liquidation - now claims at FSCS's door

Your profession

£250k paid to shareholders after BSPS adviser entered liquidation - now claims at FSCS's door

Paid £250k to shareholders after voluntary liquidation

clock 26 January 2022 • 5 min read
Advice firm Uniq implements four-day working week

Your profession

Advice firm Uniq implements four-day working week

Starting this week

clock 07 January 2022 • 1 min read
Ten takeaways for advisers from govt's green finance paper

Investment

Ten takeaways for advisers from govt's green finance paper

SDR roll-out

clock 19 October 2021 • 7 min read
Most read
01

Fairstone partners with J.P. Morgan to launch MPS range

23 January 2025 • 1 min read
02

FOS tells Pi Financial to account for fee it 'took unfairly' from SIPP client

23 January 2025 • 5 min read
03

Providers yet to have 'cracked' retirement products

23 January 2025 • 3 min read
04

Financial heavyweights join forces against chancellor's IHT/pension plans

22 January 2025 • 2 min read
05

Ombudsman rules against St James's Place over advice failures

21 January 2025 • 1 min read