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Professional Adviser
19 小时
Number of clients who say advice is value for money up 10% in two years
The majority (82%) of those who have a financial adviser believe it represents “value for money” which marks an increase of ...
Professional Adviser
15 小时
Fidelius' holding company losses grew to £4m in 2024
Fidelius Financial Holdings has reported a growing loss of £4m, according to its accounts made up to 31 March 2024.
Opinion
Professional Adviser
15 小时
Opinion
Vigilance still the best defence against ever-sophisticated AI scammers
After writing before about the power of AI to be truly and wonderfully transformative, the flip side is, equally... To ...
Professional Adviser
21 小时
Advertising regulator bans investment platform's burning banknotes ads
The Advertising Standards Authority (ASA) has banned a Halal investment platform’s adverts depicting US dollar and Euro ...
Professional Adviser
22 小时
Foster Denovo makes first acquisition of 2025 adding £87m AUA
Foster Denovo has made its first acquisition of 2025 with the purchase of Verum Wealth. This buy marks the firm's seventh ...
Professional Adviser
18 小时
Cazenove Capital to adopt SDR 'Sustainability Focus' label across three funds
Cazenove Capital has set out plans to adopt the Sustainability Disclosure Requirements’ (SDR) ‘Sustainability Focus’ label ...
Professional Adviser
18 小时
Treasury Committee calls for evidence on Lifetime ISA amid calls for reform
The Treasury Committee has launched an inquiry into the suitability of the Lifetime ISA (LISA) as a financial product, nine ...
Professional Adviser
21 小时
Setul Mehta launches financial advice social media company
Financial services industry expert Setul Mehta has launched SM Advice, a social media management company for the UK financial ...
Professional Adviser
18 小时
Commissioner sides with FCA over SIPP complaint
Rachel Kent has sided with the Financial Conduct Authority (FCA) against a complainant who raised issues about their self-invested personal pension (SIPP).
Professional Adviser
1 天
NextWealth: 2025 to see continued shrinking in access to advice
Fewer people will have access to on-going advice at the end of 2025 than at the start, NextWealth has warned. NextWealth CEO ...
Professional Adviser
1 天
Azets Wealth Management snaps up advice firm Laurus Associates
Azets Wealth Management has announced its acquisition of Chartered financial planners Laurus Associates Limited, expanding ...
Opinion
Professional Adviser
1 天
Opinion
Why active management has a place in 2025 and beyond
James Crossley looks ahead to 2025 through the lens of active ...
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