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News

Majority of advisers have taken on a new client in the last month

Client Acquisition

Majority of advisers have taken on a new client in the last month

'The ability to look after client numbers is more of an issue'

clock 13 May 2024 • 1 min read
Chartered status 'won't help your client if they don't like and trust you'

Your profession

Chartered status 'won't help your client if they don't like and trust you'

An adviser shares their views with PA on the importance of Chartered status

clock 13 May 2024 • 1 min read
Industry split on preparation for Consumer Duty report

Your profession

Industry split on preparation for Consumer Duty report

The report is due on 31 July, one year since the regulation took effect

clock 13 May 2024 • 1 min read
Editor's View: The advice firm ex-CEO fined £120,300 by the FCA

Adviser tips

Editor's View: The advice firm ex-CEO fined £120,300 by the FCA

The editor's Friday Night Takeaway from 10 May

clock 10 May 2024 • 1 min read
FCA/TPR value for money framework a 'key priority' for 2024/25

Pensions

FCA/TPR value for money framework a 'key priority' for 2024/25

Regulatory duo first announced a plan for common measurements in 2022

clock 10 May 2024 • 1 min read
St James's Place takes stake to retain one of its largest partner firms

Companies

St James's Place takes stake to retain one of its largest partner firms

The wealth giant has taken nearly 20% in a partner firm's parent company

clock 10 May 2024 • 1 min read
Is being Chartered worth it? Breaking down the perennial dissensus

Your profession

Is being Chartered worth it? Breaking down the perennial dissensus

‘Many non-Chartered advisers are just as competent as those who are’

clock 10 May 2024 • 4 min read
NAO finds estimated cost of dashboards has risen £54m

Pensions

NAO finds estimated cost of dashboards has risen £54m

'The DWP must learn lessons from what happened on this programme'

clock 10 May 2024 • 3 min read
Aviva integrates robotic process automation into platform capabilities

Your profession

Aviva integrates robotic process automation into platform capabilities

Robotic process automation removes need for client by client process

clock 09 May 2024 • 1 min read
FCA urged to redesign pension dashboard rules to 'prioritise customers'

Pensions

FCA urged to redesign pension dashboard rules to 'prioritise customers'

AJ Bell calls on regulator to redesign the rules

clock 09 May 2024 • 2 min read
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