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News

Advice firms to gain integrated compliance tools as Saturn acquires Ateb Suitability

Your profession

Advice firms to gain integrated compliance tools as Saturn acquires Ateb Suitability

Move brings regulatory expertise in-house to strengthen AI-backed suitability tools for advisers

clock 14 May 2025 • 2 min read
IFAs say Trump's tariffs are deterring clients from investing

Markets

IFAs say Trump's tariffs are deterring clients from investing

Advisers flag growing client caution amid 10% import duty

clock 14 May 2025 • 2 min read
Three Invesco funds fail to deliver value to investors

Investment

Three Invesco funds fail to deliver value to investors

Manager's annual assessment found some poor performance

clock 14 May 2025 • 2 min read
Pension providers reaction to the Mansion House Accord

Pensions

Pension providers reaction to the Mansion House Accord

Signatories point to improved outcomes for members

clock 14 May 2025 • 12 min read
WealthTek administrators make 'substantial progress' on client payouts

Companies

WealthTek administrators make 'substantial progress' on client payouts

Majority have now received compensation

clock 14 May 2025 • 3 min read
'Please change your language': Unengaged savers turned off by pensions speak

Pensions

'Please change your language': Unengaged savers turned off by pensions speak

‘They want to know – just not in the way you are selling it’

clock 13 May 2025 • 3 min read
Gifting, annuities and onshore bonds surge as IHT shake-up looms

Tax planning

Gifting, annuities and onshore bonds surge as IHT shake-up looms

Advisers scramble to adjust to changes in the Autumn Budget

clock 13 May 2025 • 3 min read
'Surely we're capable enough of doing it ourselves': Industry says protection should be in-house

Protection

'Surely we're capable enough of doing it ourselves': Industry says protection should be in-house

Majority believe IFAs and wealth managers should not outsource, PA Asks finds

clock 13 May 2025 • 3 min read
Financial services at 'crossroads' to help nation of 'confused' pension savers

Pensions

Financial services at 'crossroads' to help nation of 'confused' pension savers

Picture of traditional retirement a thing of the past

clock 13 May 2025 • 3 min read
Former St James's Place partner practice takes 'bold decision'

Companies

Former St James's Place partner practice takes 'bold decision'

Porta Partners moves away from SJP’s restricted advice model

clock 13 May 2025 • 1 min read
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