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News

PA Working Lunches: Live in Chester, Cambridgeshire, Bristol

Your profession

PA Working Lunches: Live in Chester, Cambridgeshire, Bristol

A look ahead at the upcoming live regional lunch CPD events

clock 05 April 2024 • 1 min read
Small advice firms urged to build a 'technology network'

Technology

Small advice firms urged to build a 'technology network'

‘IFAs should build a technology network within their professional one’

clock 04 April 2024 • 2 min read
FOS expecting light British Steel workload for 2024/25

Your profession

FOS expecting light British Steel workload for 2024/25

Ombudsman expects to receive 12,800 investment and pensions complaints

clock 04 April 2024 • 1 min read
Unauthorised director to hand investors £1.6m following FCA probe

Regulation

Unauthorised director to hand investors £1.6m following FCA probe

Amount secured for investors by the FCA following High Court approval

clock 04 April 2024 • 1 min read
Increased workload expected by FOS as it estimates 210,000 cases

Your profession

Increased workload expected by FOS as it estimates 210,000 cases

Ombudsman has committed to resolve 17% more cases in the year ahead

clock 04 April 2024 • 2 min read
Worry for elderly clients clouds adviser wishes for a paperless future

Your Business

Worry for elderly clients clouds adviser wishes for a paperless future

‘It can’t be forced on them’; ‘Some elderly clients still prefer paper’

clock 04 April 2024 • 1 min read
Söderberg & Partners-backed Fidelius debuts partnership model

Your profession

Söderberg & Partners-backed Fidelius debuts partnership model

‘We can now put in place the exciting plans we have devised’

clock 03 April 2024 • 1 min read
Advice suitability complaints upheld by FOS head for record high

Your Business

Advice suitability complaints upheld by FOS head for record high

FOS data shows 64% of all advice suitability complaints were upheld

clock 03 April 2024 • 2 min read
Söderberg & Partners unveils trio of MPS ranges for advisers

DFM & Model Portfolios

Söderberg & Partners unveils trio of MPS ranges for advisers

Portfolios will be available on the Nordic firm’s own adviser platform

clock 03 April 2024 • 1 min read
Demand for IHT mitigation increases as more fall into threshold

Tax Planning

Demand for IHT mitigation increases as more fall into threshold

‘Asset prices and nil rate band freezes are creating a perfect storm’

clock 03 April 2024 • 1 min read
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