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News

Bespoke investment services drive adviser profitability and client growth

Your Business

Bespoke investment services drive adviser profitability and client growth

Rathbones study finds

clock 16 May 2025 • 2 min read
Behind the advice: The hidden mental health struggles of financial advisers

Your profession

Behind the advice: The hidden mental health struggles of financial advisers

As Mental Health Awareness Week spotlights wellbeing across industries, advisers speak out

clock 16 May 2025 • 7 min read
IHT on pensions overhaul risks fuelling scams against 'fearful' public

Your profession

IHT on pensions overhaul risks fuelling scams against 'fearful' public

Claire Trott calls for clarity on 2027 Budget reform that will bring pensions into estate tax scope

clock 16 May 2025 • 3 min read
'Designed by men, for men': Are women still being left out of the financial planning conversation?

Your profession

'Designed by men, for men': Are women still being left out of the financial planning conversation?

Progress yet to be made for female clients

clock 16 May 2025 • 3 min read
'Worrying' FCA findings flag lack of retirement preparation and pension savings

Your profession

'Worrying' FCA findings flag lack of retirement preparation and pension savings

Fewer than 9% of people tapped into financial advice in previous 12 months

clock 16 May 2025 • 4 min read
FCA private messaging crackdown not expected to expand to wealth management

Regulation

FCA private messaging crackdown not expected to expand to wealth management

Response to a Freedom of Information request

clock 15 May 2025 • 1 min read
Octopus CEO: 'Advisers are the GPs of money – but AI will do the heavy lifting'

Your profession

Octopus CEO: 'Advisers are the GPs of money – but AI will do the heavy lifting'

Simon Rogerson urges financial planning profession to embrace tech or risk irrelevance

clock 15 May 2025 • 2 min read
Treasury delivers long-awaited PISCES framework; FCA rules due to follow

Regulation

Treasury delivers long-awaited PISCES framework; FCA rules due to follow

Private Intermittent Securities and Capital Exchange System Sandbox established

clock 15 May 2025 • 2 min read
Timeline launches first multi-asset fund in bid to simplify investing for advisers

Your profession

Timeline launches first multi-asset fund in bid to simplify investing for advisers

Firm eyes FCA approval to roll out low-cost, evidence-based fund aligned with adviser demand

clock 15 May 2025 • 2 min read
Pete Matthew: 'Arrogant' advisers need to 'get over themselves' to scale growth

Your profession

Pete Matthew: 'Arrogant' advisers need to 'get over themselves' to scale growth

Advice business owner and planner expresses frustration at industry

clock 15 May 2025 • 1 min read
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