News

Advisers partner with fewer DFMs post-Consumer Duty

Your profession

Advisers partner with fewer DFMs post-Consumer Duty

Advisers work with an average of 1.7 DFMs, down from 2.2 last year

clock 07 December 2023 • 1 min read
AJ Bell pre-tax profit up 50% to £87.7m as platform numbers soar

Wrap/platforms

AJ Bell pre-tax profit up 50% to £87.7m as platform numbers soar

Added more than 50,000 platform customers

clock 07 December 2023 • 3 min read
Advisers say inflation is the biggest threat for clients

Your profession

Advisers say inflation is the biggest threat for clients

Taxation is cited as a close second threat for clients, according to advisers

clock 07 December 2023 • 1 min read
Majority of advisers say an intergenerational approach is important

Your Business

Majority of advisers say an intergenerational approach is important

More than half claim to have an intergenerational business strategy

clock 07 December 2023 • 1 min read
Remaining Woodford fund assets shrink 40% since last distribution

Investment

Remaining Woodford fund assets shrink 40% since last distribution

Just six holdings of a total ten hold any value

clock 07 December 2023 • 3 min read
Low awareness of bond tax benefits 'a growing concern for advisers'

Your profession

Low awareness of bond tax benefits 'a growing concern for advisers'

Clients not making use of tax benefits from onshore investment bonds

clock 06 December 2023 • 2 min read
Advice firm Holborn Assets under FSCS investigation

Regulation

Advice firm Holborn Assets under FSCS investigation

Advisory firm went into administration in October this year

clock 06 December 2023 • 1 min read
Advised investors with strong risk appetite favour returns over ESG

Green

Advised investors with strong risk appetite favour returns over ESG

Dynamic Planner found as risk appetite increases, ESG importance wanes

clock 06 December 2023 • 2 min read
Advisers need to be 'proactive' ahead of April ISA lock-in date

Your Business

Advisers need to be 'proactive' ahead of April ISA lock-in date

Advice firms warned of client loss if they do not explain potential risks

clock 06 December 2023 • 1 min read
FOS to cut case fee costs and levy bill by £60m next year

Regulation

FOS to cut case fee costs and levy bill by £60m next year

Latest plan and budget published by financial complaints body

clock 06 December 2023 • 3 min read