Protection Guru has announced it will hold bi-monthly virtual forums for Consumer Duty Alliance (CDA) members. The forums are ...
Chancellor Rachel Reeves first Budget on 30 October “more than ever highlights the importance of financial advice”.
Good morning and welcome to your Morning Briefing for Thursday 24 October 2024. To get this in your inbox every morning click ...
Financial planners need to get better at articulating their value to clients, Attivo regional director Louise Barraclough has ...
Advisers need to be “really on it” with their clients on Budget day next Wednesday (30 October), Moran Wealth Management ...
The total value of ‘lost’ pension pots is now estimated to be £31.1bn, new data published by the Pensions Policy Institute ...
The Financial Ombudsman Service has said the number of financial complaints received in the first half of 2024 rose by over ...
Apparently, one third of people are suffering from imposter syndrome at any given time, and 70% will experience it at some ...
The government appears to have four key objectives ahead of its first Budget next week. With these in mind, here are my big four predictions for the day.
Titan Wealth has entered into an agreement to acquire Channel Islands-based Ravenscroft Investments Limited. The deal takes Titan Wealth’s total assets under management/advice to £27.2bn. Ravenscroft ...
Wealthtime has partnered with tech firm Wipro and software provider GBST on its platform technology upgrade. The partnership ...
Consumer Duty has been the major regulatory driver for advisers to become human-centric. It is no longer good enough to be ...