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News

NextGen Planners launches tech stack 'innovation lab'

Technology

NextGen Planners launches tech stack 'innovation lab'

Comprised of nine tech stack ‘avengers’ from across the industry

clock 18 March 2024 • 1 min read
Concerns clients seek financial reassurance over financial advice

Your profession

Concerns clients seek financial reassurance over financial advice

'AI can provide clients reassurance just as much as humans can’

clock 15 March 2024 • 2 min read
Editor's View: Will it be smooth sailing ahead for True Potential?

Adviser tips

Editor's View: Will it be smooth sailing ahead for True Potential?

The editor's Friday Night Takeaway from 15 March

clock 15 March 2024 • 1 min read
Half of UK adults would consider opening a Great British ISA

ISAs

Half of UK adults would consider opening a Great British ISA

Current ISA savers most likely to take advantage of the new product

clock 15 March 2024 • 2 min read
FCA urges firms to navigate advice guidance boundary fears

Your profession

FCA urges firms to navigate advice guidance boundary fears

Firms told to overcome fear of being too close to advice guidance boundary

clock 14 March 2024 • 2 min read
New occupational scheme launches; BSPS rescue proposals set out

Pensions

New occupational scheme launches; BSPS rescue proposals set out

Former British Steel workers will be able to ‘reverse transfer’ their pots

clock 14 March 2024 • 2 min read
Cloud tech firm unveils SIPP provider solution to 'digitise drawdowns'

Technology

Cloud tech firm unveils SIPP provider solution to 'digitise drawdowns'

‘The SIPP market presents exciting growth opportunities’

clock 14 March 2024 • 2 min read
FCA's Rathi: Fair value is not 'Trojan horse' for price regulation

Regulation

FCA's Rathi: Fair value is not 'Trojan horse' for price regulation

'Move away from prescriptive rules, beloved of compliance consultants’

clock 14 March 2024 • 4 min read
Multi-asset sentiment indicator: Positive view on UK equities

Managed solutions

Multi-asset sentiment indicator: Positive view on UK equities

'UK equities remain cheap when compared to overseas'

clock 13 March 2024 • 5 min read
IFAs urged to consider knowledge intensive EIS funds

Your profession

IFAs urged to consider knowledge intensive EIS funds

Advisers should know about how KI EIS funds can simplify tax planning

clock 13 March 2024 • 1 min read
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