The Financial Conduct Authority (FCA) is planning to review its client categorisation rules in order to make it easier to ...

Through 2025 and beyond, financial services firms will be judged not just by their numbers, but by their cultures, writes ...

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

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

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

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.

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

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 ...

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 ...

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

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