News

Response to a Freedom of Information request

Simon Rogerson urges financial planning profession to embrace tech or risk irrelevance

Private Intermittent Securities and Capital Exchange System Sandbox established

Firm eyes FCA approval to roll out low-cost, evidence-based fund aligned with adviser demand

Advice business owner and planner expresses frustration at industry

Trading of preference shares ceased at 8am on 15 May

Outflows were offset by strong growth in its platform business

Faced charges for £1.2m investment fraud in 2023

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

Advisers flag growing client caution amid 10% import duty