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News

WBR Group adds £300m AUA with latest SSAS acquisition

Pensions

WBR Group adds £300m AUA with latest SSAS acquisition

Bought Brunel Trustees adding 200 SSAS schemes

clock 13 November 2024 • 2 min read
PFS Conference 2024: Increasing margin must not drive advisers to operate own platforms

Your Business

PFS Conference 2024: Increasing margin must not drive advisers to operate own platforms

Relatively limited upside in face of significantly increased risks

clock 13 November 2024 • 3 min read
Industry reaches Consumer Duty stalemate and calls for FCA to provide further clarity on cost disclosure reforms

Consumer Duty

Industry reaches Consumer Duty stalemate and calls for FCA to provide further clarity on cost disclosure reforms

Trusts facing partial deplatforming

clock 13 November 2024 • 10 min read
Titan Wealth ex-employee faces trial over alleged harassment

Your profession

Titan Wealth ex-employee faces trial over alleged harassment

Marian Okunola pleads not guilty to charges of harassment via emails

clock 12 November 2024 • 1 min read
Advice firm declared failed by FSCS over SIPP advice

Companies

Advice firm declared failed by FSCS over SIPP advice

One claim upheld so far against Charthouse Asset Management

clock 12 November 2024 • 1 min read
Advisers call for enhanced compliance processes to use AI

Technology

Advisers call for enhanced compliance processes to use AI

AI ‘firmly embedded’ into advice journey but ‘more work needs to be done’

clock 12 November 2024 • 2 min read
PFS Conference 2024: Advisers can handle Budget pension/IHT shake-up

Pensions

PFS Conference 2024: Advisers can handle Budget pension/IHT shake-up

Inclusion of pensions in IHT regime biggest change in advice in 30 years

clock 12 November 2024 • 3 min read
7IM joins Mabel Insights as latest DFM partner

DFM & Model Portfolios

7IM joins Mabel Insights as latest DFM partner

Joins the MPS and multi-fund comparison site

clock 12 November 2024 • 1 min read
PFS Conference 2024: 'Augmented advice' will give clients best of both worlds

Technology

PFS Conference 2024: 'Augmented advice' will give clients best of both worlds

Advisers can scale-up by embracing technology

clock 12 November 2024 • 2 min read
Campaign group calls on chancellor to address 'trust deficit' in financial services

Your profession

Campaign group calls on chancellor to address 'trust deficit' in financial services

Ahead of Rachel Reeves’ Mansion House speech on 14 November

clock 12 November 2024 • 3 min read
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