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News

Calculus launches next EIS offering with tech and healthcare focus

Technology

Calculus launches next EIS offering with tech and healthcare focus

Fund aims to return £2 tax free for every £1 that is invested

clock 18 January 2024 • 1 min read
FSCS declares Niche IFA failed after British Steel claim upheld

Regulation

FSCS declares Niche IFA failed after British Steel claim upheld

FSCS says Niche IFA has 175 British Steel complaints against it

clock 18 January 2024 • 1 min read
IFAs underutilising AI in advice process despite developments

Technology

IFAs underutilising AI in advice process despite developments

Will take ‘substantial effort’ to clean client data before feeding into AI

clock 18 January 2024 • 1 min read
LIBF launches 'revamped' level 4 diploma for advisers

Your profession

LIBF launches 'revamped' level 4 diploma for advisers

Final exam has been replaced with coursework and all is done online

clock 18 January 2024 • 1 min read
LTA changes spark surge in demand for retirement advice

Pensions

LTA changes spark surge in demand for retirement advice

Half of advisers seen uptick in retirement advice demand

clock 18 January 2024 • 2 min read
Foster Denovo pushes further into hybrid advice with tech partner

Your profession

Foster Denovo pushes further into hybrid advice with tech partner

The national advisory business hires Multiply AI as technology partner

clock 18 January 2024 • 1 min read
Majority of advisers upbeat on 2024 business prospects

Your profession

Majority of advisers upbeat on 2024 business prospects

SimplyBiz annual adviser survey reports positive outlook for advisers

clock 18 January 2024 • 1 min read
Advisers need to help clients reach 'self-actualisation'

Your profession

Advisers need to help clients reach 'self-actualisation'

Ask the question: ‘What is important, about money, to you?'

clock 18 January 2024 • 1 min read
Pension providers move away from signposting clients to advisers

Your profession

Pension providers move away from signposting clients to advisers

‘This cannot be the right outcome for consumers,’ VouchedFor founder says

clock 17 January 2024 • 1 min read
Estate planning is a 'huge' business opportunity for advisers

Your profession

Estate planning is a 'huge' business opportunity for advisers

‘Estate planning is immune and resilient to the economic environment'

clock 17 January 2024 • 1 min read
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