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News

FCA to invest £1.9m in supporting clients with investment decisions

Regulation

FCA to invest £1.9m in supporting clients with investment decisions

The regulator’s 2024/25 business plan outlines new initiative for investment

clock 19 March 2024 • 1 min read
CEO debate: Industry has to be 'forward and brave' to drive change

Your profession

CEO debate: Industry has to be 'forward and brave' to drive change

Four chief executive panellists explored what change means to them

clock 19 March 2024 • 2 min read
Fintel posts 'resilient' trading thanks to M&A activity

Your profession

Fintel posts 'resilient' trading thanks to M&A activity

The fintech records adjusted EBITDA growth of 5.6% to £20.5m

clock 19 March 2024 • 1 min read
Quilter focuses on MPAA clients in latest platform update

Platforms

Quilter focuses on MPAA clients in latest platform update

Clients subject to MPAA will be notified of prior payments

clock 18 March 2024 • 1 min read
FCA to review firms' treatment of vulnerable clients

Your profession

FCA to review firms' treatment of vulnerable clients

The regulator will share its findings by end of the year

clock 18 March 2024 • 1 min read
Investment boutique launches with adviser MPS offering

DFM & Model Portfolios

Investment boutique launches with adviser MPS offering

Magellan Research & Investment will operate under P1 Investment Services

clock 18 March 2024 • 2 min read
NextGen Planners launches tech stack 'innovation lab'

Technology

NextGen Planners launches tech stack 'innovation lab'

Comprised of nine tech stack ‘avengers’ from across the industry

clock 18 March 2024 • 1 min read
Concerns clients seek financial reassurance over financial advice

Your profession

Concerns clients seek financial reassurance over financial advice

'AI can provide clients reassurance just as much as humans can’

clock 15 March 2024 • 2 min read
Editor's View: Will it be smooth sailing ahead for True Potential?

Adviser tips

Editor's View: Will it be smooth sailing ahead for True Potential?

The editor's Friday Night Takeaway from 15 March

clock 15 March 2024 • 1 min read
Half of UK adults would consider opening a Great British ISA

ISAs

Half of UK adults would consider opening a Great British ISA

Current ISA savers most likely to take advantage of the new product

clock 15 March 2024 • 2 min read
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