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News

Advisers warned 22% of clients could be vulnerable

Your profession

Advisers warned 22% of clients could be vulnerable

Vulnerability support said to be a key advice hurdle

clock 11 September 2024 • 2 min read
SimplyBiz: Advisers facing heightened regulatory scrutiny

Your profession

SimplyBiz: Advisers facing heightened regulatory scrutiny

The latest from PA’s Digital Working Lunch webinar series

clock 11 September 2024 • 3 min read
FCA 'considering' extending SDR flexibility to portfolio management

Your profession

FCA 'considering' extending SDR flexibility to portfolio management

FCA mulling a four-month extension

clock 10 September 2024 • 1 min read
Chancellor urged to make CGT and IHT changes to address £22bn fiscal hole

Tax planning

Chancellor urged to make CGT and IHT changes to address £22bn fiscal hole

Think tank the Resolution Foundation made the recommendations

clock 10 September 2024 • 3 min read
Risk assets move back into fashion with multi-asset teams in Q3

Multi-Asset

Risk assets move back into fashion with multi-asset teams in Q3

Japanese equities continue to be most strongly favoured asset class

clock 10 September 2024 • 7 min read
State pension to increase by inflation-beating £460 next year

Pensions

State pension to increase by inflation-beating £460 next year

Triple lock sustainability remains a key issue for government

clock 10 September 2024 • 4 min read
Paraplanners lean into AI to boost client outcomes

Technology

Paraplanners lean into AI to boost client outcomes

Scottish Widows research finds paraplanners increasingly utilising AI

clock 10 September 2024 • 2 min read
Abrdn CFO Jason Windsor named as CEO

Your profession

Abrdn CFO Jason Windsor named as CEO

Jason Windsor has been in an interim group CEO role

clock 10 September 2024 • 1 min read
Schroders CFO Richard Oldfield to succeed Peter Harrison as group CEO

Your profession

Schroders CFO Richard Oldfield to succeed Peter Harrison as group CEO

Effective from 8 November

clock 10 September 2024 • 2 min read
MorganAsh launches client portal to disclose vulnerabilities to firms

Your profession

MorganAsh launches client portal to disclose vulnerabilities to firms

In line with Consumer Duty requirements

clock 10 September 2024 • 2 min read
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