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News

UKSIF CEO: Labour lacks 'clear vision' on green finance promotion

Green

UKSIF CEO: Labour lacks 'clear vision' on green finance promotion

Responsible finance association CEO ‘disappointed’ with government’s sustainability take

clock 03 October 2024 • 2 min read
WTW takes stake in PE-backed wealth manager Atomos

Companies

WTW takes stake in PE-backed wealth manager Atomos

WTW powers Atomos’ multi-asset investment offering

clock 03 October 2024 • 2 min read
Model portfolio sales slow in H1 after 2023 boom

Your profession

Model portfolio sales slow in H1 after 2023 boom

Sales increased by just 6% in H1 2024

clock 02 October 2024 • 2 min read
'No-nonsense' advice consultancy Masters of One set for launch

Your profession

'No-nonsense' advice consultancy Masters of One set for launch

Aims to give advisers ‘expert support minus confusing jargon’

clock 02 October 2024 • 1 min read
CII/PFS saga fuelled again as campaign group calls out 'questionable' actions

Your profession

CII/PFS saga fuelled again as campaign group calls out 'questionable' actions

Alasdair Walker comments on the CII’s latest board overhaul

clock 02 October 2024 • 2 min read
PA360 North: Advisers urged to stay disciplined and let go of underperforming funds

Your profession

PA360 North: Advisers urged to stay disciplined and let go of underperforming funds

Advisers should avoid common pitfall of holding on to losing investments

clock 02 October 2024 • 1 min read
PA360 North: Advisers urged to be gender neutral in their advice

Your Business

PA360 North: Advisers urged to be gender neutral in their advice

‘There are risks if you don’t engage’

clock 02 October 2024 • 2 min read
PA360 North: Providers 'behind' on retirement planning innovation

Your profession

PA360 North: Providers 'behind' on retirement planning innovation

'Advisers have been innovating but we have not quite caught up yet’

clock 01 October 2024 • 2 min read
PA360 North: 'Clients themselves can cause foreseeable harm'

Your profession

PA360 North: 'Clients themselves can cause foreseeable harm'

Advisers must consider how behavioural biases might cause foreseeable harm

clock 01 October 2024 • 2 min read
PA360 North: Workplace pension VfM changes bring advice opportunity

Pensions

PA360 North: Workplace pension VfM changes bring advice opportunity

All schemes will be required to assess value for money for members

clock 01 October 2024 • 1 min read
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