News

FCA exceeds three diversity targets amongst panels

Your profession

FCA exceeds three diversity targets amongst panels

The watchdog aims to make progress on diversity as ‘quickly as possible’

clock 24 July 2023 • 1 min read
Advisers slam FCA for 'unclear' and 'unhelpful' Consumer Duty attitude

Consumer Duty

Advisers slam FCA for 'unclear' and 'unhelpful' Consumer Duty attitude

Majority of IFAs think it has been ‘unclear, unresponsive and unhelpful’

clock 24 July 2023 • 1 min read
Protection advisers expect uptick in quality from Consumer Duty

Your profession

Protection advisers expect uptick in quality from Consumer Duty

New research among 800 financial advisers from Guardian shows

clock 24 July 2023 • 2 min read
Evelyn Partners Active MPS team increases fixed income allocation

Your profession

Evelyn Partners Active MPS team increases fixed income allocation

The firm adds three new holdings in latest rebalance

clock 24 July 2023 • 1 min read
Editor's View: Tax consultations with hidden bombshells

Adviser tips

Editor's View: Tax consultations with hidden bombshells

The editor's Friday Night Takeaway from 21 July

clock 24 July 2023 • 1 min read
FCA intervention leads to 19% dip in appointed representatives

Your profession

FCA intervention leads to 19% dip in appointed representatives

FCA intervention leads to number of ARs declining in recent years

clock 24 July 2023 • 1 min read
The FSCS declares two firms in London and Kent in default

Your profession

The FSCS declares two firms in London and Kent in default

Lifeboat fund says Maymont Wealth and Cheshire Trafford have failed

clock 24 July 2023 • 1 min read
Firm urges advisers to obtain feedback for developmental purposes

Your profession

Firm urges advisers to obtain feedback for developmental purposes

Those who do not are ‘only cheating themselves’

clock 24 July 2023 • 2 min read
Treasury collects £2bn in 12 weeks as IHT receipts continue to soar

Tax Planning

Treasury collects £2bn in 12 weeks as IHT receipts continue to soar

Figure breaks down at £22m a day for the government’s coffers

clock 21 July 2023 • 2 min read
Advisers urged not to ignore Generative AI/ChatGPT

Your profession

Advisers urged not to ignore Generative AI/ChatGPT

‘Think about how you could use it, but don’t just use it for the sake of it’

clock 20 July 2023 • 1 min read