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News

FCA to support firms to overcome challenges in implementing AI

Technology

FCA to support firms to overcome challenges in implementing AI

Regulator launches an ‘AI Lab’

clock 17 October 2024 • 3 min read
AJ Bell platform AUA up 22% in 12 months to £86.5bn

Your profession

AJ Bell platform AUA up 22% in 12 months to £86.5bn

Advised client number increased by 12,000 to 171,000

clock 17 October 2024 • 2 min read
St James's Place FUM hits £184.4bn despite slight dip in flows

Companies

St James's Place FUM hits £184.4bn despite slight dip in flows

£890m net inflows

clock 17 October 2024 • 1 min read
Reeves to use Budget to hike capital gains tax on sale of shares – reports

Tax planning

Reeves to use Budget to hike capital gains tax on sale of shares – reports

Commentators says efficacy of policy 'debatable'

clock 17 October 2024 • 2 min read
Cost trumps risk profile in advisers' choice between fund of funds and MPS

Your profession

Cost trumps risk profile in advisers' choice between fund of funds and MPS

Advisers prioritising higher fees associated with FoFs over client risk profiles

clock 16 October 2024 • 1 min read
CII posts surplus as PFS reports operating loss

Your profession

CII posts surplus as PFS reports operating loss

First time PFS has seen operating loss since 2008

clock 16 October 2024 • 3 min read
Perspective signs four acquisition deals adding £350m

Your profession

Perspective signs four acquisition deals adding £350m

Consolidation group adds offices in Ipswich and Amersham

clock 16 October 2024 • 1 min read
Cashflow modelling 'goes above just giving a client the report'

Your Business

Cashflow modelling 'goes above just giving a client the report'

‘Advisers need to make sure they actually talk through it with them’

clock 16 October 2024 • 2 min read
Advisers urged to be 'less overconfident' and ask more questions

Your Business

Advisers urged to be 'less overconfident' and ask more questions

‘This will transform your conversations with clients’

clock 16 October 2024 • 3 min read
Belfast-based Platinum Financial Planning eyes expansion

Companies

Belfast-based Platinum Financial Planning eyes expansion

Financial planning and wealth manager marks 20 years in business

clock 16 October 2024 • 1 min read
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