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News

Advisers must tackle client behavioural bias for good outcomes

Your profession

Advisers must tackle client behavioural bias for good outcomes

Mitigating behavioural biases builds trust with clients

clock 16 May 2024 • 1 min read
Model Office launches automated Consumer Duty board report

Consumer Duty

Model Office launches automated Consumer Duty board report

Comes as the 31 July deadline looms for advice firms of all sizes

clock 16 May 2024 • 1 min read
Data analysis critical as Consumer Duty annual report deadline looms

Consumer Duty

Data analysis critical as Consumer Duty annual report deadline looms

Firms of all sizes must complete Consumer Duty report by 31 July

clock 15 May 2024 • 3 min read
Nearly all advisers feel unprepared for AI integration

Your profession

Nearly all advisers feel unprepared for AI integration

'AI technology will become far more prevalent'

clock 15 May 2024 • 1 min read
Mental Health Awareness Week 2024: 'Collaboration is key'

Your profession

Mental Health Awareness Week 2024: 'Collaboration is key'

Mental Health Awareness Week started 13 May and runs until 19 May

clock 15 May 2024 • 7 min read
Infrastructure spend could help push growth despite bleak outlook

Investment

Infrastructure spend could help push growth despite bleak outlook

'One of the things that will drive the background music is inflation'

clock 15 May 2024 • 1 min read
Advisers told 'show your workings' in first Consumer Duty report

Consumer Duty

Advisers told 'show your workings' in first Consumer Duty report

Consumer Duty was not a 'once and done' scenario

clock 15 May 2024 • 3 min read
Macclesfield IFA declared failed for pension transfer advice

Companies

Macclesfield IFA declared failed for pension transfer advice

FSCS has so far had one claim against Chestergate Financial Services

clock 15 May 2024 • 1 min read
Advisers turn attention to wealthier clients despite advice gap

Your profession

Advisers turn attention to wealthier clients despite advice gap

‘Advisers focus on maximising returns at the expense of the advice gap’

clock 15 May 2024 • 1 min read
Fintel launches platform to streamline adviser workflows

Your profession

Fintel launches platform to streamline adviser workflows

Platform to support advisers managing multiple software solutions

clock 15 May 2024 • 2 min read
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