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News

Agentic AI could transform adviser operations but regulatory guardrails are key

Your profession

Agentic AI could transform adviser operations but regulatory guardrails are key

Advice firms urged to integrate domain-specific AI agents with regulatory caution

clock 20 May 2025 • 1 min read
'Fairer' regulation and 'smarter' compliance essential to unlock sector's full potential

Regulation

'Fairer' regulation and 'smarter' compliance essential to unlock sector's full potential

Professional bodies outline four key reforms to boost financial services

clock 20 May 2025 • 3 min read
Women in Financial Advice Awards 2025: All the nominations!

Your profession

Women in Financial Advice Awards 2025: All the nominations!

More than 1,000 women were nominated for WIFA 2025

clock 20 May 2025 • 27 min read
Advisers struggle with CGT planning as majority of platforms fall short on tools

Tax planning

Advisers struggle with CGT planning as majority of platforms fall short on tools

Only a minority of platforms offer tools

clock 20 May 2025 • 2 min read
Adviser platform satisfaction high but call for greater integration

Platforms

Adviser platform satisfaction high but call for greater integration

Platforms can also add value with third-party solutions, advisers say

clock 20 May 2025 • 2 min read
Seccl CEO David Ferguson moves to executive chair role

People

Seccl CEO David Ferguson moves to executive chair role

Tech platform now hiring for UK CEO

clock 20 May 2025 • 2 min read
Evelyn Partners launches Index MPS range into IFA market

Investment

Evelyn Partners launches Index MPS range into IFA market

Five risk-rated portfolios to help cost-conscious investors

clock 20 May 2025 • 1 min read
Baillie Gifford: Investment trusts that mirror OEICs 'vulnerable to attack'

Investment Trusts

Baillie Gifford: Investment trusts that mirror OEICs 'vulnerable to attack'

Warning comes following Saba saga

clock 20 May 2025 • 2 min read
FCA: 49% of UK adults financially vulnerable

Regulation

FCA: 49% of UK adults financially vulnerable

FCA Financial Lives 2024 survey

clock 19 May 2025 • 3 min read
Aveni unveils domain-specific AI poised to 'reshape financial advice delivery'

Technology

Aveni unveils domain-specific AI poised to 'reshape financial advice delivery'

Backed by Lloyds and Nationwide

clock 19 May 2025 • 1 min read
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