News

Mixed year for platforms as Budget fuelled investor uncertainty

Wrap/platforms

Mixed year for platforms as Budget fuelled investor uncertainty

Advised platform assets totalled £697bn in 2024

clock 30 January 2025 • 2 min read
CII exams delayed as IT upgrade takes services offline

Your profession

CII exams delayed as IT upgrade takes services offline

IT systems offline for next two weekends

clock 30 January 2025 • 1 min read
Shackleton cuts fees for new and existing clients

Charging

Shackleton cuts fees for new and existing clients

Reduction starting from 1 February

clock 30 January 2025 • 1 min read
FSCS moves forward with claims against troubled Donre Advisory

Regulation

FSCS moves forward with claims against troubled Donre Advisory

London advice firm went into liquidation in July last year

clock 30 January 2025 • 2 min read
Government's revamped short selling regulation sparks debate about market transparency

Your profession

Government's revamped short selling regulation sparks debate about market transparency

Changes to anonymity

clock 29 January 2025 • 5 min read
Martin Currie to be absorbed into ClearBridge Investments brand

Your profession

Martin Currie to be absorbed into ClearBridge Investments brand

Subject to regulatory approvals

clock 29 January 2025 • 1 min read
Reeves: Final phase one pensions review report to be published in Spring

Pensions

Reeves: Final phase one pensions review report to be published in Spring

Chancellor confirms plans for pensions in Oxfordshire growth speech

clock 29 January 2025 • 2 min read
AJ Bell platform AUA hits £89.5bn as advised customers increase 8%

Your profession

AJ Bell platform AUA hits £89.5bn as advised customers increase 8%

Quarterly inflows of £1.4bn

clock 29 January 2025 • 1 min read
Threesixty aims to simplify compliance with Trust launch

Compliance

Threesixty aims to simplify compliance with Trust launch

A compliance management suite

clock 29 January 2025 • 1 min read
Iress launches two-way integration with CIExpert for advisers

Your profession

Iress launches two-way integration with CIExpert for advisers

Helping advisers meet Consumer Duty demands

clock 28 January 2025 • 2 min read
Most read
01

The advice four-day working week: 'It's crucial to be forward-thinking'

07 February 2025 • 2 min read
02

SJP partner practice part of Quilter's latest AR swoop

06 February 2025 • 1 min read
03

Why the Lifetime ISA should not be scrapped

03 February 2025 • 4 min read
04

Andrew Goodwin: Politics and pensions - two traps for savers to avoid

05 February 2025 • 4 min read
05

The BDM life: 'Being there for whatever reason, when they need you'

06 February 2025 • 5 min read