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News

Majority of advisers have segmented client base

Your Business

Majority of advisers have segmented client base

‘We try and offer advice fairly to all of our segments’

clock 19 April 2024 • 2 min read
Advisers blast FCA funding requirement of £755m 'inexorable'

Your profession

Advisers blast FCA funding requirement of £755m 'inexorable'

‘I don’t really know what value I’m getting from the FCA – if any’

clock 19 April 2024 • 2 min read
Octopus Money: Why a Seccl-backed platform integration is for us

Your profession

Octopus Money: Why a Seccl-backed platform integration is for us

'Technology and compliance acts as an anchor in the industry'

clock 18 April 2024 • 1 min read
AJ Bell platform hits £80.3bn AUA as advised customers increase

Your profession

AJ Bell platform hits £80.3bn AUA as advised customers increase

The firm recorded total advised customers of 165,000

clock 18 April 2024 • 2 min read
Justine Randall: There has never been a better time to be an IFA

Your Business

Justine Randall: There has never been a better time to be an IFA

Number of advisers not high enough to service client demand

clock 18 April 2024 • 2 min read
Starting young: Parents perfectly placed on financial education

Your profession

Starting young: Parents perfectly placed on financial education

Maps developed a UK strategy for financial wellbeing

clock 18 April 2024 • 2 min read
Hoxton Capital AUM tops £1.3bn with double IFA acquisition

Companies

Hoxton Capital AUM tops £1.3bn with double IFA acquisition

Dudley and Guildford-based IFAs purchased

clock 17 April 2024 • 1 min read
Is your advisory firm menopause-friendly? Five key areas of focus

Your Business

Is your advisory firm menopause-friendly? Five key areas of focus

Why it makes business sense to talk about menopause

clock 17 April 2024 • 3 min read
UK inflation falls less than expected over March to 3.2%

Your profession

UK inflation falls less than expected over March to 3.2%

Core inflation fell from 4.5% in February to 4.2%

clock 17 April 2024 • 2 min read
Model Office launches AI compliance audit software for advice firms

Technology

Model Office launches AI compliance audit software for advice firms

Streamline client file reviews and compliance document audits

clock 17 April 2024 • 2 min read
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