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News

AI-driven chatbots will 'play dominant role' in financial advice

Your profession

AI-driven chatbots will 'play dominant role' in financial advice

Fundscape’s latest whitepaper reveals how AI is being used in financial advice

clock 18 February 2025 • 1 min read
Trump's presidency and tariffs: Advice industry shares views

Economics / Markets

Trump's presidency and tariffs: Advice industry shares views

‘Stark raving mad’ but ‘great’ for US firms

clock 18 February 2025 • 4 min read
FOS upholds complaint against Quilter AR over unsuitable ISA advice

Companies

FOS upholds complaint against Quilter AR over unsuitable ISA advice

Promised client that investments would repay mortgage by 2025

clock 18 February 2025 • 3 min read
Adviser Outsourcing partners with Contengo on income processing software launch

Technology

Adviser Outsourcing partners with Contengo on income processing software launch

Teases ‘ambitious plans’ for further feature rollouts

clock 18 February 2025 • 2 min read
LV= expands adviser investment options with Embark partnership

Wrap/platforms

LV= expands adviser investment options with Embark partnership

Builds on adviser support with smoothed managed funds and digital integration

clock 17 February 2025 • 2 min read
Fidelius unveils rebrand and expansion plans following Sӧderberg & Partners backing

Companies

Fidelius unveils rebrand and expansion plans following Sӧderberg & Partners backing

Plans to double AUM by 2029

clock 17 February 2025 • 2 min read
Abrdn Adviser makes trio of price reductions on Wrap platform

Wrap/platforms

Abrdn Adviser makes trio of price reductions on Wrap platform

Moving towards a ‘more simplified charging structure’

clock 17 February 2025 • 2 min read
FCA delays portfolio management SDR implementation

Your profession

FCA delays portfolio management SDR implementation

'We no longer intend to publish a policy statement in Q2 2025'

clock 17 February 2025 • 1 min read
FCA takes more time to review 'polluter pays' redress feedback

Regulation

FCA takes more time to review 'polluter pays' redress feedback

Intends to publish response later this year

clock 17 February 2025 • 3 min read
Saltus buys Lowes Financial Management

Your Business

Saltus buys Lowes Financial Management

‘Greater negotiation clout’ and tech investment cited as deal drivers

clock 17 February 2025 • 2 min read
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