Your profession

Advice firms called to 'create tech team' to fully embrace AI

Your profession

Advice firms called to 'create tech team' to fully embrace AI

‘A tech team can look at the most important problems your firm needs to solve’

clock 31 January 2025 • 2 min read
Feel Good Friday: CISI gives nearly £250,000 to financial education charities

Your profession

Feel Good Friday: CISI gives nearly £250,000 to financial education charities

Providing support to Get Set Girls, RedSTART Educate, and Crosslight Advice

clock 31 January 2025 • 1 min read
Acquisition analysis: The top five biggest M&A deals in 2024 by AUM

Companies

Acquisition analysis: The top five biggest M&A deals in 2024 by AUM

Nucleus’ buy of Third Financial tops the table

clock 30 January 2025 • 4 min read
AI will not replace paraplanners even as 'traditional' roles change

Your profession

AI will not replace paraplanners even as 'traditional' roles change

Upskilling is vital, conference hears

clock 30 January 2025 • 2 min read
AI and advice: Financial advisers must adapt or 'be left behind'

Your profession

AI and advice: Financial advisers must adapt or 'be left behind'

The technology ‘should be seen as a massive area of growth’, delegates told

clock 30 January 2025 • 2 min read
St James's Place 'on track' with charging structure overhaul

Companies

St James's Place 'on track' with charging structure overhaul

Delivery by second half of 2025

clock 30 January 2025 • 2 min read
CII exams delayed as IT upgrade takes services offline

Your profession

CII exams delayed as IT upgrade takes services offline

IT systems offline for next two weekends

clock 30 January 2025 • 1 min read
Shackleton cuts fees for new and existing clients

Charging

Shackleton cuts fees for new and existing clients

Reduction starting from 1 February

clock 30 January 2025 • 1 min read
Government's revamped short selling regulation sparks debate about market transparency

Your profession

Government's revamped short selling regulation sparks debate about market transparency

Changes to anonymity

clock 29 January 2025 • 5 min read
SDR 'not straightforward' for MPS providers and DFMs

Regulation

SDR 'not straightforward' for MPS providers and DFMs

‘Serious amount of additional resource’ needed, WHEB AM says

clock 29 January 2025 • 4 min read
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