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Professional Adviser
1 天
FCA fines adviser £1.4m over unsuitable DB pension transfers
The Financial Conduct Authority (FCA) has banned and fined financial adviser Philip Pryke almost £1.4m over unsuitable ...
Opinion
Professional Adviser
1 天
Opinion
Andrew Goodwin: Why we all need to rethink consolidation
The process, effort and disruption involved in selling an IFA practice remains hugely underestimated, writes Andrew Goodwin ...
Professional Adviser
1 天
Pension transfers are taking too long, advisers say
Pension transfers are perceived as still taking too long, new research has found. iPipeline's September 2024 survey of nearly ...
Professional Adviser
1 天
PA Awards 2025: Adviser Firm of the Year shortlists revealed!
Congratulations to all the businesses that have made the very competitive Adviser Firm of the Year shortlist for 2025. You ...
Professional Adviser
2 天
ZeroKey integrates with Iress' Xplan to eliminate manual data entry for advisers
This latest development means financial advisers can gain greater access to the data they have stored within their Xplan ...
Opinion
Professional Adviser
1 天
Opinion
Independent or restricted: What's in a name?
As long as a firm is doing this properly, does being restricted or independent really matter any more? It's safe to say the ...
Professional Adviser
2 天
Partner Insight: Is tech a double-edged sword for advisers?
News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance ...
Professional Adviser
1 天
FCA softens enforcement approach following backlash
The Financial Conduct Authority (FCA) has sought to ease concerns regarding its enforcement investigations following industry ...
Professional Adviser
2 天
FCA unveils consultation into repealing MiFID organisational requirements
The Financial Conduct Authority (FCA) has published a consultation paper looking into the transfer of the MiFID ...
Professional Adviser
2 天
Majority of advisers offboarding more clients than usual
Three-quarters (72%) of financial advisers are offboarding more clients than usual, according to a NextWealth report.
Professional Adviser
1 天
AdvisoryAI unveils adviser app to support in-person meeting note taking
Technology provider AdvisoryAI has launched a mobile app designed specifically for financial advisers to help them record face-to-face meetings more efficiently.
Professional Adviser
2 天
PA Awards 2025: Provider shortlists revealed!
Congratulations to each and every firm that has made the very competitive shortlist across our provider categories for this ...
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