News

Advisers zoom in on capital preservation strategies

Investment

Advisers zoom in on capital preservation strategies

Q4 bucked 2024 trend, Square Mile finds

clock 31 January 2025 • 3 min read
Advice firm Almond Financial moves to four-day working week

Your Business

Advice firm Almond Financial moves to four-day working week

Lincoln-based firm will run from Monday to Thursday

clock 31 January 2025 • 2 min read
Advice firms called to 'create tech team' to fully embrace AI

Your profession

Advice firms called to 'create tech team' to fully embrace AI

‘A tech team can look at the most important problems your firm needs to solve’

clock 31 January 2025 • 2 min read
DB transfer advice slows since FCA's 2020 crackdown

Pensions

DB transfer advice slows since FCA's 2020 crackdown

Many firms have stopped offering DB advice, regulator finds

clock 30 January 2025 • 2 min read
ARC launches MPS indices to 'give IFAs clarity'

DFM & Model Portfolios

ARC launches MPS indices to 'give IFAs clarity'

Will include model portfolios on adviser platforms and funds that mirror MPS strategies

clock 30 January 2025 • 2 min read
Protection advisers concerned about rising costs and market pressures

Protection

Protection advisers concerned about rising costs and market pressures

One-third see cost of doing business as biggest challenge

clock 30 January 2025 • 2 min read
AI will not replace paraplanners even as 'traditional' roles change

Your profession

AI will not replace paraplanners even as 'traditional' roles change

Upskilling is vital, conference hears

clock 30 January 2025 • 2 min read
FCA must be 'more ambitious' on redress modernisation plans - PIMFA

Regulation

FCA must be 'more ambitious' on redress modernisation plans - PIMFA

Watchdog should reconsider role of FOS and consolidate CMC regulation

clock 30 January 2025 • 3 min read
AI and advice: Financial advisers must adapt or 'be left behind'

Your profession

AI and advice: Financial advisers must adapt or 'be left behind'

The technology ‘should be seen as a massive area of growth’, delegates told

clock 30 January 2025 • 2 min read
St James's Place 'on track' with charging structure overhaul

Companies

St James's Place 'on track' with charging structure overhaul

Delivery by second half of 2025

clock 30 January 2025 • 2 min read
Most read
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The advice four-day working week: 'It's crucial to be forward-thinking'

07 February 2025 • 2 min read
02

FOS CEO Abby Thomas steps down

07 February 2025 • 1 min read
03

FOS to apply CMCs complaint fee from April

07 February 2025 • 4 min read
04

Consumer Duty has 'not gone far enough' in advice profession

06 February 2025 • 2 min read
05

What to expect from the FCA on financial crime in 2025

04 February 2025 • 5 min read