IFAs operate in a competitive and ever-evolving landscape. Whether just starting out in a career or breaking away from a ...

The Protection Coach has launched two training courses to address the training gaps in the UK protection industry amongst ...

Quilter’s WealthSelect managed portfolio service has conducted an ad hoc rebalance across its WealthSelect managed, ...

Beth Yolland-Jones explains how, not only are we all susceptible to financial vulnerability, but we’re each considerably ...

The Financial Ombudsman Service (FOS) has told Pathlines Pensions UK to compensate a further trio of SIPP clients over ...

This comes as the FCA confirmed its plans for expansion in August 2024. First opened in 2022, the FCA's regional office in ...

Rathbones Group suffered £3.4bn outflows in the fourth quarter of 2024, which mostly took place around the Autumn Budget.

As the financial advice industry faces evolving client expectations and economic challenges, firms are sharpening their ...

The year 2025 is now upon us, ushering in the promise of transformative changes and new opportunities across many fields. The ...

The Lang Cat has partnered with artificial intelligence-driven financial reporting firm Avenir through its reg-tech Analyser software to support financial advice firms with more efficient reporting.

For UK investment firms, the enforcement of the Digital Operational Resilience Act (DORA) on 17 January “underscores the ...

Swedish wealth manager Söderberg & Partners has invested in three more IFA firms as it grows its footprint in the UK’s ...