Former PFS director expresses concerns over members’ reserves in letter to Board chair
Following a series of resignations at the CII
United Kingdom
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Wealth manager partners with AI fintech firm
To build a scalable operating platform
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Future of IFA industry rests on ability to recruit and retain staff
A study by Canada Life has revealed
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Women not concerned about gender of their financial adviser
As advisers aim to better understand the role of women amid the great wealth transfer
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FCA releases Sustainability Disclosure Requirements
Long-awaited SDR includes changes such as a fourth fund label, and less prescriptive stewardship and disclosure rules
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‘Investors need to think in terms of risk premiums not asset classes’ says deputy head of multi asset at Nordea
As the uncertainty around stocks and bonds has continued this year
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Polluter pays framework ‘counterproductive’- Industry reacts to FCA proposals
As personal investment firms will be expected to set aside capital to cover compensation costs
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Advice firms launch organisation to tackle sustainability issues
With mental health in the workplace being chosen as initial engagement focus
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Advice firms take steps towards Net Zero
As they aim to reduce their greenhouse gas emissions
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P1 Platform launches customer app
To improve adviser’s relationships with clients
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STEP launches GRP to tackle financial abuse
Acting as a template for a lasting power of attorney
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AJ Bell launches Money Market MPS with no AMC
To address the market demands for cash-like returns