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News

PA360: The need for a financial plan 'has never been higher'

Your profession

PA360: The need for a financial plan 'has never been higher'

‘It needs to be done in a different and innovative way’

clock 25 April 2024 • 2 min read
PA360: Potential pitfalls for advisers amid push for AI integration

Your profession

PA360: Potential pitfalls for advisers amid push for AI integration

Advisers must be not be ‘deceived into believing AI can solve all problems’

clock 25 April 2024 • 1 min read
SDR extension plans will ensure 'uniform standard' for portfolios

Regulation

SDR extension plans will ensure 'uniform standard' for portfolios

'Retail-focused firms are also facing a short timeline to prepare'

clock 24 April 2024 • 4 min read
Pensions campaigner and former WPC chair Frank Field dies aged 81

Pensions

Pensions campaigner and former WPC chair Frank Field dies aged 81

Field was a former Work and Pensions Committee chair and a welfare champion

clock 24 April 2024 • 5 min read
Compliance-focused adviser generation 'lost the human touch'

Your profession

Compliance-focused adviser generation 'lost the human touch'

‘Now there's soft skills training but advisers naturally did it back then’

clock 24 April 2024 • 2 min read
Schroders chief executive Peter Harrison to retire in 2025

Investment

Schroders chief executive Peter Harrison to retire in 2025

Harrison began his career at Schroders as a graduate in 1988

clock 24 April 2024 • 2 min read
Redmayne Bentley acquires Blankstone Sington client assets

Managed solutions

Redmayne Bentley acquires Blankstone Sington client assets

The Liverpool DFM entered special administration last year

clock 24 April 2024 • 1 min read
Advice firms face data challenges amid new regulation

Your profession

Advice firms face data challenges amid new regulation

Firms face challenges in collecting data and due diligence processes

clock 24 April 2024 • 1 min read
Quilter reports platform net inflows of £1bn in first quarter

Wrap/platforms

Quilter reports platform net inflows of £1bn in first quarter

Ongoing adviser charging review to start shortly after FCA talks

clock 24 April 2024 • 2 min read
Inflation shocks driving another long uptick in annuity sales

Retirement

Inflation shocks driving another long uptick in annuity sales

‘Customers should be careful that this is the right decision for them’

clock 23 April 2024 • 1 min read
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