Two stories from the financial advice world stood out for me this week, largely because they tap into a personal interest of ...
Top 10 Stories This week, Aegon UK issued an apology to customers affected by significant IT outages, while the Financial ...
Karen Barrett, founder and CEO of Unbiased, has been named Great British Entrepreneur of the Year at the Allica Bank Great British Entrepreneur Awards.
The Financial Conduct Authority has started criminal proceedings against four individuals for conspiracy to commit false ...
As I edge closer into the role of adviser, my focus has begun to shift from technical knowledge to something equally vital: ...
Good morning and welcome to your Morning Briefing for Friday 22 November 2024. To get this in your inbox every morning click here. FCA charges four individuals with fraud offences The Financial ...
Defaqto has launched an analysis and research tool for asset managers that gives distribution teams, product teams and investment managers access to an “unrivalled wealth of data”. The Engage ...
Morningstar Wealth has introduced a new consolidated reporting tool that simplifies processes, aimed at saving paraplanners “valuable time”. The tool allows paraplanners to generate a single ...
Consumer Duty requires firms to act in good faith, avoid foreseeable harm and support clients in pursuing their financial objectives. Consequently, firms must place greater emphasis on client ...
Professional services consultancy Barnett Waddingham (BW) has reported £160m in revenue for the financial year. The figure, a 10% rise in revenue, has increased from £146m in previous year.