News

The regulator says it is ‘ready to embrace artificial intelligence’

Third Financial brings £6bn AUA and over 50 clients to Nucleus

Kate Blatchford-Hick calls on firms to embrace the regulator’s proposals

‘Contingency plan’ to replace Rowanmoor Trustees in place

This is expected to increase due to Consumer Duty

Paul Maynard believes programme will ‘fundamentally change’ retirement

'Some advisers not doing the basics and listening'

Comes after it did not fulfil its duties as a trustee of a SSAS scheme

Majority of advisers that see this have client portfolios less than £100,000

A total of 11 new model portfolio solutions added to adviser platform