News

One claim upheld so far against Charthouse Asset Management

AI ‘firmly embedded’ into advice journey but ‘more work needs to be done’

Inclusion of pensions in IHT regime biggest change in advice in 30 years

Joins the MPS and multi-fund comparison site

Advisers can scale-up by embracing technology

Ahead of Rachel Reeves’ Mansion House speech on 14 November

Nearly half of advisers believe AI will provide personalised insight and automation

PFS members vote down two motions at fraught AGM

Additional Waverton data to be available on comparison site

Process to begin in 2025