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News

Majority of advisers want CGT reporting in platform tax packs

Tax planning

Majority of advisers want CGT reporting in platform tax packs

Some 39% of advice firms cite tax planning as a priority

clock 09 September 2026 • 1 min read
Advisers see clients arrive with AI-generated plans

Technology

Advisers see clients arrive with AI-generated plans

AI could spell end of ‘1% of assets’ advice model

clock 09 September 2026 • 4 min read
St. James's Place promotes Justin Onuekwusi to investments CEO

People

St. James's Place promotes Justin Onuekwusi to investments CEO

Replaces Tom Beal

clock 09 September 2026 • 2 min read
Shackleton acquires AC Wealth adding £800m in AUM

Companies

Shackleton acquires AC Wealth adding £800m in AUM

Major expansion in Scotland

clock 09 September 2026 • 3 min read
Pension changes to impact more than half of advised clients

Pensions

Pension changes to impact more than half of advised clients

Advisers’ biggest concern is not understanding the pension IHT rules

clock 09 September 2026 • 2 min read
FCA: Simplified advice rules update imminent; MPS review outcome set for 2027

Regulation

FCA: Simplified advice rules update imminent; MPS review outcome set for 2027

Regulator's Kate Tuckley gives update

clock 08 September 2026 • 3 min read
Advisers' Sustainability Group questions FCA over sustainable advice views

Green

Advisers' Sustainability Group questions FCA over sustainable advice views

Daniel Godfrey has asked the regulator to clarify its views

clock 08 September 2026 • 4 min read
PFS Festival of Financial Planning returns for 2026

Your profession

PFS Festival of Financial Planning returns for 2026

To take place on 18-19 November at NEC Birmingham

clock 08 September 2026 • 1 min read
Firm exits SJP for True Potential after nearly 20 years

Companies

Firm exits SJP for True Potential after nearly 20 years

Leaving SJP was 'difficult decision'

clock 08 September 2026 • 2 min read
Absolute adds to North West hub with £280m AUA firm

Companies

Absolute adds to North West hub with £280m AUA firm

Acquires Platinum Independent Financial Services

clock 08 September 2026 • 2 min read
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