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News

Ex-Cash Calc trio reunite to offer tech stack integration offering

Technology

Ex-Cash Calc trio reunite to offer tech stack integration offering

ZeroKey is set to launch into the advice market later this year

clock 29 February 2024 • 1 min read
Timeline portfolios go live on SS&C Hubwise platform

Managed solutions

Timeline portfolios go live on SS&C Hubwise platform

Move to ‘drive down costs and improve results’ for advisers

clock 28 February 2024 • 1 min read
SJP results lay bare cost and charging challenges against market tumult

Your profession

SJP results lay bare cost and charging challenges against market tumult

‘The structural opportunity for the advice industry is hugely attractive’

clock 28 February 2024 • 3 min read
FCA: 'Firms should not need to wait for us to make changes'

Consumer Duty

FCA: 'Firms should not need to wait for us to make changes'

Regulator’s Lucy Castledine reflects on Consumer Duty six months in

clock 28 February 2024 • 2 min read
Advisers are 'privileged' when it comes to grasping vulnerability

Your profession

Advisers are 'privileged' when it comes to grasping vulnerability

‘This industry is the closest to understanding vulnerability’

clock 28 February 2024 • 2 min read
1-in-5 adults with stock market investments 'struggle' to find an IFA

Your profession

1-in-5 adults with stock market investments 'struggle' to find an IFA

Shortage of IFAs and wealth managers is 'unlikely' to improve

clock 28 February 2024 • 2 min read
Treasury and FCA must be 'brave and bold' on advice/guidance review

Regulation

Treasury and FCA must be 'brave and bold' on advice/guidance review

Targeted support proposal could be ‘game changing’ for consumers

clock 28 February 2024 • 5 min read
St James's Place slumps 30% after £426m client refunds provision

Companies

St James's Place slumps 30% after £426m client refunds provision

SJP made a £426m provision to refund clients on ongoing advice fees

clock 28 February 2024 • 3 min read
St James's Place slumps 30% after £426m client refunds provision

Companies

St James's Place slumps 30% after £426m client refunds provision

SJP made a £426m provision to refund clients on ongoing advice fees

clock 28 February 2024 • 3 min read
FCA plan to publicise investigations sparks industry concerns

Your profession

FCA plan to publicise investigations sparks industry concerns

The measures aim to improve transparency in enforcement cases

clock 27 February 2024 • 3 min read
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