News

PA Asks: How concerned are your clients about the impact of Trump tariffs?

Your profession

PA Asks: How concerned are your clients about the impact of Trump tariffs?

This week’s poll also looks at consolidation and the Lifetime ISA

clock 04 February 2025 • 1 min read
Transact to streamline adviser fee reconciliation with CURO integration

Your profession

Transact to streamline adviser fee reconciliation with CURO integration

New API connection to reduce manual admin for financial advisers

clock 04 February 2025 • 1 min read
FOS upholds complaint against Options Pensions over SIPP due diligence failure

Pensions

FOS upholds complaint against Options Pensions over SIPP due diligence failure

Investment in unregulated Spanish business

clock 04 February 2025 • 2 min read
Saba Capital defeated at Baillie Gifford US Growth and Keystone meetings

Your profession

Saba Capital defeated at Baillie Gifford US Growth and Keystone meetings

USA and KPC meetings

clock 03 February 2025 • 3 min read
Advisers face growing pressure to justify platform switches - The Lang Cat

Your profession

Advisers face growing pressure to justify platform switches - The Lang Cat

Analyser update to support evidencing platform switches

clock 03 February 2025 • 1 min read
Financial advisers neglecting cybersecurity at their own risk

Your profession

Financial advisers neglecting cybersecurity at their own risk

Former Progeny CTO warns cyberattacks increasing while advice firms remain complacent

clock 03 February 2025 • 2 min read
Trump's realised tariff threats sends markets and currencies into a tailspin

Economics / Markets

Trump's realised tariff threats sends markets and currencies into a tailspin

US sets sights on EU next

clock 03 February 2025 • 2 min read
P1 CEO James Priday on 'all-in-one' portal launch

Your profession

P1 CEO James Priday on 'all-in-one' portal launch

Advisers ‘not aware’ how much they can do with tools they already pay for

clock 03 February 2025 • 2 min read
Saba CEO lambasts investment trust 'UK boys club' ahead of crunch votes

Investment Trusts

Saba CEO lambasts investment trust 'UK boys club' ahead of crunch votes

Five votes over the next three days

clock 03 February 2025 • 4 min read
Brooks Macdonald completes Lift buy

Your Business

Brooks Macdonald completes Lift buy

Lift founder Holden to lead financial planning business

clock 03 February 2025 • 2 min read
Most read
01

Investment trusts: What the Saba saga means for advisers

03 February 2025 • 4 min read
02

Brooks Macdonald completes Lift buy

03 February 2025 • 2 min read
03

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read