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News

Firms continue to face Consumer Duty board reporting challenges

Consumer Duty

Firms continue to face Consumer Duty board reporting challenges

Need for further clarity and standardised templates, CII report finds

clock 26 September 2025 • 2 min read
Number of wealth and asset management firms predicted to drop by 20% in five years

Investment

Number of wealth and asset management firms predicted to drop by 20% in five years

Oliver Wyman and Morgan Stanley research suggests

clock 26 September 2025 • 2 min read
Training provider cautions 'high' exam costs posing barrier to young adviser talent

Your profession

Training provider cautions 'high' exam costs posing barrier to young adviser talent

Wiser Academy looks to bridge generational gap in advice profession

clock 25 September 2025 • 3 min read
Wealthy clients seeking more IHT advice ahead of Autumn Budget

Your profession

Wealthy clients seeking more IHT advice ahead of Autumn Budget

Amid Budget rumours

clock 25 September 2025 • 2 min read
FCA and HMRC pension tax-free cash cancellation stance 'belies belief'

Pensions

FCA and HMRC pension tax-free cash cancellation stance 'belies belief'

Reminded firms that, in practical terms, no cancellation rights exist on PCLS

clock 25 September 2025 • 5 min read
Advisers create own strategies to combat 'fragmented' back-office systems

Technology

Advisers create own strategies to combat 'fragmented' back-office systems

Frustration with ‘lack of seamless connectivity’ continues

clock 25 September 2025 • 2 min read
Retail investor demand for crypto grows as FCA looks to lift ETP ban

Investment

Retail investor demand for crypto grows as FCA looks to lift ETP ban

Retail investors see cryto as a long-term investment opportunity

clock 25 September 2025 • 2 min read
Benchmark's Gillian Hepburn joins Vanguard to lead adviser proposition

People

Benchmark's Gillian Hepburn joins Vanguard to lead adviser proposition

Schroders and Benchmark veteran joins Vanguard

clock 25 September 2025 • 1 min read
Ascot Lloyd puts £17m aside for client redress after FCA probe

Companies

Ascot Lloyd puts £17m aside for client redress after FCA probe

Firm reports £14m loss before tax as review of services continues

clock 25 September 2025 • 3 min read
IHT advice demand to surge as advisers rethink decumulation strategies

Tax planning

IHT advice demand to surge as advisers rethink decumulation strategies

PA talks to BNY IM head of retirement Richard Parkin

clock 24 September 2025 • 5 min read
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