News

Succession planning 'not just a transaction' for advice business owners

Your Business

Succession planning 'not just a transaction' for advice business owners

Should be an ‘entire phase’, advisers told

clock 10 July 2025 • 2 min read
Wealthtime swings to £10m loss after setting aside £7.5m for legacy asset complaints

Your profession

Wealthtime swings to £10m loss after setting aside £7.5m for legacy asset complaints

Platform firm moves forward with Wipro-led transformation despite fall in profitability

clock 10 July 2025 • 2 min read
Advisers told AI is 'only as good as the data you feed it'

Technology

Advisers told AI is 'only as good as the data you feed it'

Avenir’s MacDonald urges advisers to look at internal processes first

clock 10 July 2025 • 2 min read
NextGen Planners becomes Plannex

Companies

NextGen Planners becomes Plannex

‘We have outgrown the name NextGen’

clock 10 July 2025 • 2 min read
Chancery Lane launches investment trusts/retirement income adviser initiative

Income

Chancery Lane launches investment trusts/retirement income adviser initiative

To help advisers ‘get to grips’ with building drawdown portfolios

clock 10 July 2025 • 3 min read
Partner Insight: Why tweak a winning formula?

Partner Insight

Partner Insight: Why tweak a winning formula?

Fairstone has grown fast, recently announcing the 100th partner firm to join the business as it reaches £20bn of client assets under management. Its innovative Downstream Buy-Out (DBO) model has played a major part in that success. We spoke to CEO Lee...

clock 10 July 2025 • 3 min read
Investors 'do not understand' implications of private markets investing

Investment

Investors 'do not understand' implications of private markets investing

House of Lords Financial Services Regulation Committee looked at the issues

clock 09 July 2025 • 1 min read
PA Awards 2026: Entries for all categories now open!

Your profession

PA Awards 2026: Entries for all categories now open!

Our 21st anniversary awards will be held in London next March

clock 09 July 2025 • 1 min read
Plannr integrates SmartSearch anti-money laundering checks into adviser workflows

Your profession

Plannr integrates SmartSearch anti-money laundering checks into adviser workflows

System aims to streamline client onboarding

clock 09 July 2025 • 1 min read
More than half of advisers have seen clients negatively affected by finfluencers

Your profession

More than half of advisers have seen clients negatively affected by finfluencers

‘Advisers are becoming, in many cases, financial paramedics'

clock 09 July 2025 • 2 min read