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News

AI firm to help advisers build suitability letters in five minutes

Technology

AI firm to help advisers build suitability letters in five minutes

‘First in the market’ tool launched to automate suitability letters

clock 27 June 2024 • 1 min read
DB transfer activity increases after 'record low' in April

Pensions

DB transfer activity increases after 'record low' in April

Transfer Value Index remains stable but activity remains low

clock 27 June 2024 • 1 min read
Phoenix Group looks to sell protection operation Sun Life

Protection

Phoenix Group looks to sell protection operation Sun Life

Phoenix Group is exploring a potential sale of its protection business Sun Life.

clock 26 June 2024 • 1 min read
Consumer Duty Alliance and Model Office launch diagnostic platform

Regulation

Consumer Duty Alliance and Model Office launch diagnostic platform

Ahead of Consumer Duty’s first anniversary at the end of July

clock 26 June 2024 • 1 min read
Advisers need to gear up for a 'surge' in new clients

Your Business

Advisers need to gear up for a 'surge' in new clients

Six out of ten who do not get support are considering doing so

clock 26 June 2024 • 1 min read
Witan merges with Alliance Trust to form £5bn investment trust

Investment Trusts

Witan merges with Alliance Trust to form £5bn investment trust

UK’s largest investment trust merger announced

clock 26 June 2024 • 1 min read
PortfolioMetrix selected as CIP partner for Liberate Wealth

Investment

PortfolioMetrix selected as CIP partner for Liberate Wealth

Providing a suite of model portfolios to consolidator

clock 26 June 2024 • 1 min read
Regulatory changes ranked top threat faced by asset managers

Regulation

Regulatory changes ranked top threat faced by asset managers

Regulatory changes cited the top threat by 41%, FE fundinfo finds

clock 25 June 2024 • 1 min read
Manifestos criticised for lack of financial services understanding

Your profession

Manifestos criticised for lack of financial services understanding

‘None of them have offered great opportunities for the sector’

clock 25 June 2024 • 2 min read
CII urges industry to go beyond FCA's diversity and inclusion rules

Your profession

CII urges industry to go beyond FCA's diversity and inclusion rules

‘We can't only look at the FCA's rules, it’s about cultural change'

clock 25 June 2024 • 2 min read
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