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Your profession

Financial advice industry urged to do more for vulnerable clients

Your profession

Financial advice industry urged to do more for vulnerable clients

Calls for more earlier identification of vulnerabilities

clock 28 August 2025 • 2 min read
FCA continues data reporting cuts

Regulation

FCA continues data reporting cuts

Regulator removes more data returns

clock 28 August 2025 • 1 min read
Advisers missing a 'share of wallet' trick

Your profession

Advisers missing a 'share of wallet' trick

Aegon and NextWealth research suggests just a quarter track this

clock 27 August 2025 • 2 min read
Next Generation Advisers: Meet The Finance Woman's Romany Youell

People

Next Generation Advisers: Meet The Finance Woman's Romany Youell

‘I’m doing more than just building a client bank, I’m leading a movement’

clock 27 August 2025 • 3 min read
What's stopping the advice profession from attracting more young blood?

Your profession

What's stopping the advice profession from attracting more young blood?

Chief reporter’s view: Calling my fellow Gen Z’s!

clock 27 August 2025 • 4 min read
Why the Great Wealth Transfer could be modest in practice

Your profession

Why the Great Wealth Transfer could be modest in practice

'The need for a robust advice strategy remains'

clock 27 August 2025 • 4 min read
Walker Crips Financial Planning narrows losses as staff headcount grows

Your profession

Walker Crips Financial Planning narrows losses as staff headcount grows

The group will keep adviser-client interaction ‘core’ to its service proposition

clock 26 August 2025 • 2 min read
Carlyle acquires Intelliflo from Invesco for £148.6m

Companies

Carlyle acquires Intelliflo from Invesco for £148.6m

Purchased confirmed after reportedly coming out on top in a bidding war race

clock 26 August 2025 • 2 min read
Advisers need to bridge the sustainability gap – the FCA data proves it

Green

Advisers need to bridge the sustainability gap – the FCA data proves it

'Now is the time to close the gap between client values and investment outcomes'

clock 26 August 2025 • 4 min read
Saturn co-founder: AI compliance tools must be backed by human expertise

Your profession

Saturn co-founder: AI compliance tools must be backed by human expertise

‘We need AI and people working together’

clock 26 August 2025 • 3 min read
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