What should wealth firms expect in 2025?
Simplify Consulting’s Carl Woodward on the impact of NI increases, regulation and Consumer Duty on the wealth and advice industry next year
regulation
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AI expected to impact advisers more than regulation or ESG
‘It’s fascinating how quickly AI has become such a major issue for advisers’
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Are investment trusts celebrating too soon over cost disclosure?
Platforms may have thrown a spanner in the works
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Keir Starmer: ‘We will rip up the bureaucracy that blocks investment’
Complex regulation is delaying growth projects and turning away investment, the prime minister said
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AIC: Cost disclosure breakthrough does not apply to VCTs
The AIC was ‘disappointed’ to learn draft legislation exempting trusts from cost disclosure requirements does not include VCTs
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Aegon, Quilter and Fidelity sign up to The Platforms Association
New trade body will co-ordinate and promote the industry’s interests
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APPG on Investment Fraud and Fairer Financial Services elects new members
Conservative MP Bob Blackman continues as co-chair, joined by Labour’s Sam Rushworth
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Government scraps ‘political gimmick’ UK Isa plans
Industry reacts to decision to scrap previous government’s plan
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Ex-Barclays Wealth chief executive Kalaris loses appeal against FCA
Kalaris loses appeal to perform senior management duties at firm Saranac
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Is a bitcoin allocation a diversification ‘cheat code’?
A 1% allocation to bitcoin in a 60/40 portfolio could have added an annualised 0.67% to returns over the last 11 years
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FCA’s Mills welcomes ‘feast of frogs’ as advisers make Consumer Duty progress
Speech made to mark one year anniversary
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One year of Consumer Duty: Industry grapples with advice gap amid added requirements
Research from the lang cat and Octopus Money shows move away from smaller clients