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News

AJ Bell cuts fees across multi-asset income range

Investment

AJ Bell cuts fees across multi-asset income range

£1.5bn of inflows this year

clock 14 November 2024 • 1 min read
Aviva's wealth arm grows despite £1.7bn overall outflows

Your profession

Aviva's wealth arm grows despite £1.7bn overall outflows

For the nine months to 30 September 2024

clock 14 November 2024 • 1 min read
Financial advice exam costs continue to rise

Your profession

Financial advice exam costs continue to rise

Level 4 offerings see biggest price jump

clock 14 November 2024 • 3 min read
PFS Conference 2024: AI should augment not replace human element in advice

Technology

PFS Conference 2024: AI should augment not replace human element in advice

Firms that adopt technology to save time will improve client experience

clock 14 November 2024 • 2 min read
Vulnerability taboos deterring clients from seeking additional adviser support

Your profession

Vulnerability taboos deterring clients from seeking additional adviser support

Industry needs to ‘reshape the dialogue’ around vulnerable clients

clock 14 November 2024 • 3 min read
Matthew Hill: A PFS/CII split is possible but would hurt members

Your profession

Matthew Hill: A PFS/CII split is possible but would hurt members

CII CEO says it would not be easy for PFS to break away

clock 14 November 2024 • 2 min read
Chancellor to create DC 'megafunds' in Mansion House growth bid

Pensions

Chancellor to create DC 'megafunds' in Mansion House growth bid

Chancellor to unveil ‘biggest pension reforms in decades’

clock 14 November 2024 • 3 min read
Advisers shift focus on retirement portfolios amid regulatory scrutiny

Your profession

Advisers shift focus on retirement portfolios amid regulatory scrutiny

Use of centralised retirement propositions almost doubles following thematic review

clock 14 November 2024 • 2 min read
Lack of retirement confidence gives advice industry opportunity to show value

Retirement income

Lack of retirement confidence gives advice industry opportunity to show value

‘We need to shout louder about the work advisers and planners do’

clock 14 November 2024 • 3 min read
Advisers face surge in demand as more deaths set to trigger IHT charge

Tax Planning

Advisers face surge in demand as more deaths set to trigger IHT charge

Proportion of deaths subject to IHT will rise from 5.1% to 9.5% by 2029/30

clock 14 November 2024 • 2 min read
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