News

FCA calls for acceptance of risk-taking outcomes as industry tackles balance between growth and consumer protection

Regulation

FCA calls for acceptance of risk-taking outcomes as industry tackles balance between growth and consumer protection

Treasury Committee hearing held on 10 December

clock 10 December 2024 • 3 min read
FCA: Expect action on vulnerable client treatment next year

Regulation

FCA: Expect action on vulnerable client treatment next year

FCA could take ‘appropriate regulatory action' in H1

clock 10 December 2024 • 2 min read
'Expensive' AI tools put financial advice at crossroads of caution and innovation

Your profession

'Expensive' AI tools put financial advice at crossroads of caution and innovation

AI agents in financial advice: Opportunity or overreach?

clock 10 December 2024 • 2 min read
'It's just not good enough' – service continues to frustrate advisers

Regulation

'It's just not good enough' – service continues to frustrate advisers

Regulation ‘not biting the real day to day grind’

clock 10 December 2024 • 3 min read
Consumers invited to debate on the idea of targeted support

Regulation

Consumers invited to debate on the idea of targeted support

Phoenix Insights forms panel to meet in early 2025

clock 10 December 2024 • 2 min read
FCA: 'We will never operate a zero-failure regulatory regime'

Regulation

FCA: 'We will never operate a zero-failure regulatory regime'

Regulator responds to chancellor Rachel Reeves

clock 10 December 2024 • 2 min read
Sarasin & Partners to provide bespoke MPS for advice firm

DFM & Model Portfolios

Sarasin & Partners to provide bespoke MPS for advice firm

Available for Midlands-based MPA Financial Management’s clients

clock 10 December 2024 • 1 min read
All the advice firm acquisitions that have taken place in 2024

Your Business

All the advice firm acquisitions that have taken place in 2024

Keeping track of the ongoing consolidation of the advice industry

clock 10 December 2024 • 3 min read
Milecross Financial closes out 2024 with fourth IFA acquisition

Companies

Milecross Financial closes out 2024 with fourth IFA acquisition

Bought Buckinghamshire-based The Martin Cliffe Practice

clock 10 December 2024 • 1 min read
Investing for good as well as for gain: Winning clients' hearts and minds

Green

Investing for good as well as for gain: Winning clients' hearts and minds

'This should not be an exercise that we only do because FCA says we must'

clock 10 December 2024 • 8 min read
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Experienced financial planner launches own firm

20 December 2024 • 4 min read
02

SJP at a crossroads: Can CEO FitzPatrick reinvent the wealth giant for a new era?

17 December 2024 • 11 min read
03

No more IHT relief on pensions: How to maximise alternative tax-efficient vehicles

19 December 2024 • 5 min read
04

Chancellor's move to pause Pensions Review 'deeply disappointing'

16 December 2024 • 3 min read
05

WealthTek boss John Dance charged with £64m fraud and money laundering

19 December 2024 • 2 min read