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News

OpenAI is the 'biggest financial adviser in the world'

Your profession

OpenAI is the 'biggest financial adviser in the world'

'The transformative power of generative AI is undeniable’

clock 08 May 2024 • 1 min read
Women in Financial Advice Awards 2024: All the nominations!

Your profession

Women in Financial Advice Awards 2024: All the nominations!

More than 1,500 nominations for 792 women from 337 companies

clock 08 May 2024 • 21 min read
Ban and £120,300 fine for former firm CEO who 'put investors at risk'

Regulation

Ban and £120,300 fine for former firm CEO who 'put investors at risk'

James Lewis was chief executive at London-based Shard Capital Partners

clock 07 May 2024 • 1 min read
Advice network receives recognition for risk mitigation

Ratings, Research & Risk

Advice network receives recognition for risk mitigation

Sense Network receives BareRock’s ‘first ever’ Club 20 membership

clock 07 May 2024 • 2 min read
Titan Wealth completes deal for London-based investment boutique

Companies

Titan Wealth completes deal for London-based investment boutique

Aims to expand its network’s offering to high-net-worth individuals

clock 07 May 2024 • 1 min read
Are your client meetings online or in person? You told us…

Your Business

Are your client meetings online or in person? You told us…

‘Clients may choose Teams even if face to face happens every two years or so’

clock 07 May 2024 • 1 min read
WhatsApp for client communications gets tick of approval

Your profession

WhatsApp for client communications gets tick of approval

'Easier to confirm meetings via WhatsApp than calling'

clock 07 May 2024 • 1 min read
Editor's View: The time is right for a platform market takeover

Adviser tips

Editor's View: The time is right for a platform market takeover

The editor's Friday Night Takeaway from 3 May

clock 03 May 2024 • 1 min read
'Understandable' people are pensions dashboard 'sceptics'

Pensions

'Understandable' people are pensions dashboard 'sceptics'

Industry experts say there will always be a role for dashboards

clock 03 May 2024 • 1 min read
Dynamic Planner enhances DFM research tools for advisers

Managed solutions

Dynamic Planner enhances DFM research tools for advisers

Research includes the past performance of over 900 DFM MPS

clock 02 May 2024 • 1 min read
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