In the Next Generation Advisers interview series, news editor Isabel Baxter introduces the next generation of advisers and highlights how they are planning to make their mark. Today’s featured adviser ...
Saturn is pitching its new AI‑driven “operating system” for advice firms, Project OS, to reduce the cost of delivering regulated advice and make smaller clients viable under Consumer Duty.
Caitlin Southall looks at pension adequacy in her latest article for Professional Adviser... Over the past decade, the UK pension system has undergone significant change. Pension freedoms, the ...
The adviser additions came as network Rosemount reported revenue growth of 35% for the first six months of the year compared to the same period in 2025. This was driven by a 60% rise in investment ...
Andy Miller looks at the development of MPS and highlights what advisers need to look for in a partner ...
Total revenue generated by retail investment adviser firms amounted to £8.38bn, according to data from the Financial Conduct Authority.
My Pension Expert’s private equity backer Palatine has sold the firm to Valeas Capital Partners in a deal that is expected to complete by the end of the year after a four-year partnership.
Open finance has the potential to be an “existential threat” to the advice market if ignored by advisers, according to Financial Technology Research Centre founder Ian McKenna.
Andy Burnham has taken the keys to No. 10. We’ve got a new Chancellor, John Healey, in No. 11. Larry the cat, chief mouser to the Cabinet Office (his official title) since 2011 is still in place. But ...
Söderberg & Partners' acquisition of Benchmark has been seen as a strategically logical move but the Swedish wealth manager's long-term success will depend on retaining advisers and successfully ...
Most advice and wealth management firms already know that poor client data creates inefficiency. Advisers waste time chasing updates, information gets duplicated across systems and servicing teams ...
Changes to the 2021 pension transfer regulations are a step in the right direction but risk falling short of their objectives without clearer guidance for schemes and administrators, the pensions ...
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