Wealthtime reported a £10m pre-tax loss for 2024, after setting aside £7.5m to compensate customers in relation to legacy ...

NextGen Planners – now Plannex - said the rebrand marks "more than a name change". The firm said that the rebrand comes ...

Artificial intelligence (AI) is “only as good as the data you feed it” and advisers have been urged to look at the client ...

Chancery Lane Research, a subsidiary of Chancery Lane Income Planners, has launched an initiative to help advisers build ...

Advice business owners have been urged not to see succession planning as “just a transaction” and should instead make it an “entire phase”, delegates heard.

In this latest Working Lunch from Professional Adviser, Commercial Director Gillian Hepburn and Investment Propositions Director Stuart Podmore shared the latest findings on the Schroders UK Financial ...

The Lifetime ISA (LISA) never gave the impression of a thoroughly thought-through idea. Introduced in 2017, it felt like it ...

Fairstone has grown fast, recently announcing the 100th partner firm to join the business as it reaches £20bn of client ...

Retail investors may not entirely grasp the implications of investing in private markets, members of the House of Lords have ...

When it comes to compliance, seeing what happened should include seeing how it happened, and when, writes David Clee ...

Professional Adviser warmly invites financial planners, providers, firms and specialists from across the industry to submit ...

Most financial advisers are not adding younger clients to their books as do-it-yourself (DIY) or robo-advice remains that ...