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News

CGT support from platforms now 'adviser must have'

Wrap/platforms

CGT support from platforms now 'adviser must have'

Shrinking personal allowances dragging more investors into CGT net

clock 27 March 2024 • 2 min read
Advisers on 'dangerous ground' if they take tick-box regulation approach

Regulation

Advisers on 'dangerous ground' if they take tick-box regulation approach

‘They should embrace the spirit in which the regulation has been created’

clock 27 March 2024 • 1 min read
Consumer Duty Alliance looks to attract advice industry talent

Your profession

Consumer Duty Alliance looks to attract advice industry talent

New Talent Alliance will be chaired by M&G Wealth Advice MD Tom Hegarty

clock 27 March 2024 • 2 min read
Manchester firm declared failed by FSCS over pensions advice

Companies

Manchester firm declared failed by FSCS over pensions advice

Pension Advice Specialists, trading as Ashworth Wealth, no longer exists

clock 26 March 2024 • 1 min read
Advisers turn to smoothed funds to help manage volatility threat

Investment

Advisers turn to smoothed funds to help manage volatility threat

Decreasing exposure to equities also a popular strategy

clock 26 March 2024 • 1 min read
FCA warns firms and finfluencers to 'keep social media ads lawful'

Your profession

FCA warns firms and finfluencers to 'keep social media ads lawful'

Regulator sets guidance for financial services promotion

clock 26 March 2024 • 3 min read
PA Awards 2024: Winners' photo gallery from the night!

Your profession

PA Awards 2024: Winners' photo gallery from the night!

The industry's best were celebrated in London last Wednesday

clock 26 March 2024 • 1 min read
CII to reduce headcount by eight to 'deliver better outcomes'

Your profession

CII to reduce headcount by eight to 'deliver better outcomes'

Part of the group’s plan to streamline processes and services

clock 26 March 2024 • 1 min read
Advisers warn market volatility will threaten retirement plans

Retirement

Advisers warn market volatility will threaten retirement plans

More than half expect clients to postpone or change plans

clock 26 March 2024 • 2 min read
New adviser business transformation programme launches

Your Business

New adviser business transformation programme launches

NextGen Planners has partnered with Michelle Hoskin

clock 26 March 2024 • 1 min read
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