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News

Seven years is the 'magic number' for decumulation strategy

Retirement income

Seven years is the 'magic number' for decumulation strategy

‘Beyond that clients should take the biggest risks they are willing to’

clock 23 April 2024 • 1 min read
Lack of personalisation in client engagement risking business growth

Your Business

Lack of personalisation in client engagement risking business growth

Oxford Risk says better engagement could equal 10% organic AUM growth

clock 23 April 2024 • 1 min read
FCA proposes advisers and platforms 'must' communicate SDR labels

Regulation

FCA proposes advisers and platforms 'must' communicate SDR labels

Distributors also must provide access to consumer-facing disclosures

clock 23 April 2024 • 1 min read
More advisers favour real estate to derisk portfolios

Property Investment

More advisers favour real estate to derisk portfolios

Advisers ‘increasingly positive towards real estate’, research finds

clock 23 April 2024 • 1 min read
PFS launches sustainability regulation course for advisers

Green

PFS launches sustainability regulation course for advisers

Aligned with the FCA's Sustainability Disclosure Requirements

clock 23 April 2024 • 1 min read
Inheritance tax receipts hit a record of £7.5bn as 2023/24 year ends

Tax planning

Inheritance tax receipts hit a record of £7.5bn as 2023/24 year ends

‘IHT is the tax gift that keeps on giving as record receipts have been banked’

clock 23 April 2024 • 2 min read
Woven Advice closes SEIS fundraising for data management solutions

Technology

Woven Advice closes SEIS fundraising for data management solutions

‘Advisers are held back by the quality of their data and their inability to fix it’

clock 23 April 2024 • 1 min read
Wealthtime adopts letter of authority tech onto platform

Platforms

Wealthtime adopts letter of authority tech onto platform

Has embedded Origo’s Unipass Letter of Authority as part of ‘efficiency drive’

clock 22 April 2024 • 1 min read
Adviser numbers rise for Continuum as it expects further growth this year

Your profession

Adviser numbers rise for Continuum as it expects further growth this year

Assets under influence grew 20% year-on-year to £2.07bn

clock 22 April 2024 • 1 min read
FCA dismisses British Steel complaints after lengthy investigation

Regulation

FCA dismisses British Steel complaints after lengthy investigation

Regulator acknowledges decision will be ‘disappointing’ for complainants

clock 22 April 2024 • 2 min read
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