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News

Schroders UK Platform Awards 2024: Entries are now open!

Platforms

Schroders UK Platform Awards 2024: Entries are now open!

This year's awards will have an increased focus on adviser tech stacks

clock 03 April 2024 • 1 min read
Is MPS the future of the investment proposition? We asked you…

DFM & Model Portfolios

Is MPS the future of the investment proposition? We asked you…

Advisers, business owners and paraplanners share their thoughts

clock 02 April 2024 • 2 min read
Advisers sound positive note on LTA changes but flag need for support

Regulation

Advisers sound positive note on LTA changes but flag need for support

The LTA will be abolished this week at the end of the tax year

clock 02 April 2024 • 1 min read
Upcoming CGT changes prompting UK investors to create wealth plans

Tax Planning

Upcoming CGT changes prompting UK investors to create wealth plans

More than half want to secure their current and future investment gains

clock 02 April 2024 • 2 min read
HNWs not making the most out of increased pension allowance

Pensions

HNWs not making the most out of increased pension allowance

Only a third have taken advantage of the new £60,000 limit

clock 02 April 2024 • 2 min read
Lack of technology available when it comes to 'slow money'

Technology

Lack of technology available when it comes to 'slow money'

‘We need to bring fast money concepts into the slow money side’

clock 02 April 2024 • 2 min read
Advisers need to find their technology 'superpower'

Technology

Advisers need to find their technology 'superpower'

‘Advice firms need to decide where they want to put their tech focus’

clock 28 March 2024 • 1 min read
March 2024: Month in review with deputy editor Jenna Brown

Your profession

March 2024: Month in review with deputy editor Jenna Brown

Take a look at some of the news and feature highlights of the last month

clock 28 March 2024 • 5 min read
Wren Sterling adds £265m in client assets in latest deal

Your profession

Wren Sterling adds £265m in client assets in latest deal

First advisory firm purchase of 2024 for national financial planner

clock 28 March 2024 • 1 min read
Advisers expecting more of asset managers since Consumer Duty

Investment

Advisers expecting more of asset managers since Consumer Duty

‘We actually need to understand one another better’

clock 28 March 2024 • 1 min read
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