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investment

FIF 2024: Tech-driven investing lifts client outcomes

Your profession

FIF 2024: Tech-driven investing lifts client outcomes

'Rational decision-making is the way we build trust with clients'

clock 05 June 2024 • 2 min read
Clients turn away from finfluencers to regulated advice

Your profession

Clients turn away from finfluencers to regulated advice

Demand for social media influencers who specialise in finance drops by 13%

clock 02 May 2024 • 2 min read
Partner Insight: Vanguard - Investing through the economic cycle

Investment

Partner Insight: Vanguard - Investing through the economic cycle

Some portfolios are designed to deliver value through multiple economic cycles. Find out how advisers can deliver long-term value with ‘all-weather’ portfolios.

clock 26 January 2024 • 10 min read
FCA accuses individual of £19m investment fraud scheme

Your profession

FCA accuses individual of £19m investment fraud scheme

Guy Flintham faces charges of fraud by false representation

clock 23 January 2024 • 1 min read
Söderberg & Partners takes minority stake in Bath-based advice firm

Companies

Söderberg & Partners takes minority stake in Bath-based advice firm

The investment is subject to Financial Conduct Authority approval

clock 19 January 2024 • 1 min read
Advisers urged to have 'more informed talks' on investment risks

Your profession

Advisers urged to have 'more informed talks' on investment risks

Professional Adviser talks to Embark Investment CEO Barry MacLennan

clock 30 November 2023 • 2 min read
More than a third of clients regret taking 'too little' investment risk

Your profession

More than a third of clients regret taking 'too little' investment risk

Taking too little risk’ is the most common perceived mistake by clients

clock 23 November 2023 • 1 min read
Clients say advisers help them avoid investment emotions

Your profession

Clients say advisers help them avoid investment emotions

Majority of advisers aware of behavioural biases

clock 23 November 2023 • 1 min read
Video: PA's top news stories of the week — King's Speech, a retirement crisis, and adviser barriers

Investment

Video: PA's top news stories of the week — King's Speech, a retirement crisis, and adviser barriers

King outlines aims; Half of over 50s lack retirement plan; Advisers cite barriers to estate planning talks

clock 10 November 2023 • 1 min read
Gender investment gap: Only 35% of young investors are women

Your profession

Gender investment gap: Only 35% of young investors are women

Figures show the gender investment gap ‘hurts’ long term wealth

clock 29 August 2023 • 1 min read
123
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'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
02

What to expect from the FCA on financial crime in 2025

04 February 2025 • 5 min read
03

Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
04

FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

Acquisitions rise in 2024 as 'smaller IFA firms exit market'

04 February 2025 • 1 min read
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