News

The FCA's questions to investment platforms on their cash margins

Your profession

The FCA's questions to investment platforms on their cash margins

Platforms must respond to the FCA’s letter by 27 July

clock 13 July 2023 • 3 min read
Pandemic early retirees more likely to face poverty, IFS finds

Your profession

Pandemic early retirees more likely to face poverty, IFS finds

Workforce leavers in 2020-21 more likely to have been 'forced' into early retirement

clock 13 July 2023 • 3 min read
Defaqto debuts fund and product comparison Consumer Duty offering

Your profession

Defaqto debuts fund and product comparison Consumer Duty offering

‘Consumer Duty Profiles’ to appear imminently in adviser software

clock 13 July 2023 • 1 min read
Adviser interest in capital accumulation continues growth

Your profession

Adviser interest in capital accumulation continues growth

Quarterly report is a register of viewing patterns among advisers

clock 13 July 2023 • 2 min read
Brooks Macdonald sees funds under management rise of 7.5%

Your profession

Brooks Macdonald sees funds under management rise of 7.5%

The firm said positive flows were partly offset due to declining markets

clock 13 July 2023 • 2 min read
Advisers offered free learning session on 'human' skills

Your Business

Advisers offered free learning session on 'human' skills

The Co-Laboratory’s third session will be launched on 26 July

clock 13 July 2023 • 1 min read
CII appoints five directors to Personal Finance Society board

Your profession

CII appoints five directors to Personal Finance Society board

The professional body welcomes new members as three step down

clock 12 July 2023 • 2 min read
Consumer Duty to 'drive product innovation' and help close advice gap

Consumer Duty

Consumer Duty to 'drive product innovation' and help close advice gap

LiveMore looks at what the rules mean in practice in its latest white paper

clock 12 July 2023 • 1 min read
Fairstone adds £1.5bn of assets with buy out of West Midlands firm

Your profession

Fairstone adds £1.5bn of assets with buy out of West Midlands firm

Fairstone will provide centralised resource, technology, and capital to Prosperity Wealth

clock 12 July 2023 • 1 min read
FCA review confirms investment pathways working 'as intended'

Regulation

FCA review confirms investment pathways working 'as intended'

No changes to initiative but industry called to better support savers

clock 12 July 2023 • 3 min read