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News

Advice/guidance review may trigger regulatory framework overhaul

Your profession

Advice/guidance review may trigger regulatory framework overhaul

The advice/guidance boundary review is centred on four key consumer harms

clock 22 September 2023 • 1 min read
Firms told they are 'too focused' on numbers rather than services

Your profession

Firms told they are 'too focused' on numbers rather than services

Industry experts gathered to discuss challenges posed by Consumer Duty

clock 22 September 2023 • 2 min read
Editor's View: Firms behaving badly that you can't look away from

Adviser tips

Editor's View: Firms behaving badly that you can't look away from

The editor's Friday Night Takeaway from 22 September

clock 22 September 2023 • 1 min read
Advisers have an 'awful lot left to do' on Consumer Duty 'journey'

Consumer Duty

Advisers have an 'awful lot left to do' on Consumer Duty 'journey'

Advisers are ‘not there yet’ with the FCA’s regulation

clock 21 September 2023 • 1 min read
Bank of England holds rates at 5.25% after inflation falls

Economics / Markets

Bank of England holds rates at 5.25% after inflation falls

MPC in split decision after inflation unexpectedly fell in August

clock 21 September 2023 • 3 min read
Rathbones and Investec complete merger to create £100bn business

Companies

Rathbones and Investec complete merger to create £100bn business

Creates one of the UK's largest discretionary wealth managers

clock 21 September 2023 • 1 min read
Clever Marlborough MPS now available to all UK advisers

Investment

Clever Marlborough MPS now available to all UK advisers

Uses quant-tech to analyse increasingly rapid market velocity

clock 21 September 2023 • 1 min read
Wren Sterling makes double acquisition adding £400m in AUM

Companies

Wren Sterling makes double acquisition adding £400m in AUM

Added 1,000 to its books through two advisory deals

clock 21 September 2023 • 1 min read
Scotland Investment Roadshow: 2023: One week to go!

Investment

Scotland Investment Roadshow: 2023: One week to go!

Professional Adviser is back by popular demand this September

clock 21 September 2023 • 1 min read
IHT tax take on course for record-breaking year as receipts rise again

Tax planning

IHT tax take on course for record-breaking year as receipts rise again

Treasury collected £133m per week in IHT tax so far this year

clock 21 September 2023 • 4 min read
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