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News

Financial Planning Week: Industry myths that need to be busted

Your profession

Financial Planning Week: Industry myths that need to be busted

Financial Planning Week has started and runs until 28 January

clock 22 January 2024 • 7 min read
Defaqto unveils new ratings for AIM and unlisted BR services

Your profession

Defaqto unveils new ratings for AIM and unlisted BR services

This follows Defaqto's acquisition of MICAP in July last year

clock 22 January 2024 • 2 min read
PA Awards 2024: Multi-asset category shortlists revealed!

Investment

PA Awards 2024: Multi-asset category shortlists revealed!

The industry’s best in balanced, high yield, adventurous and cautious funds

clock 22 January 2024 • 2 min read
AJ Bell platform assets hit record £76.2bn as inflows soar 62%

Platforms

AJ Bell platform assets hit record £76.2bn as inflows soar 62%

'We have been able to drive down the cost of our investment solutions'

clock 19 January 2024 • 2 min read
Söderberg & Partners takes minority stake in Bath-based advice firm

Companies

Söderberg & Partners takes minority stake in Bath-based advice firm

The investment is subject to Financial Conduct Authority approval

clock 19 January 2024 • 1 min read
Editor's View: Case closed on the adviser and the missing silver...

Adviser tips

Editor's View: Case closed on the adviser and the missing silver...

The editor's Friday Night Takeaway from 19 January

clock 19 January 2024 • 1 min read
Video: PA's top news stories of the week — FCA; CII hires new CEO; FCA sustainability support group

Investment

Video: PA's top news stories of the week — FCA; CII hires new CEO; FCA sustainability support group

A look at the biggest stories from the world of the adviser industry this week...

clock 19 January 2024 • 1 min read
Advisers urged to adopt client portals to add value to their firms

Your profession

Advisers urged to adopt client portals to add value to their firms

Client portals could also lead to improved client relationships

clock 18 January 2024 • 1 min read
Calculus launches next EIS offering with tech and healthcare focus

Technology

Calculus launches next EIS offering with tech and healthcare focus

Fund aims to return £2 tax free for every £1 that is invested

clock 18 January 2024 • 1 min read
FSCS declares Niche IFA failed after British Steel claim upheld

Regulation

FSCS declares Niche IFA failed after British Steel claim upheld

FSCS says Niche IFA has 175 British Steel complaints against it

clock 18 January 2024 • 1 min read
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