Nearly 20,000 financial promotions were withdrawn or amended in 2024 following intervention from the Financial Conduct ...
Advice needs to facilitate Gen Z client's preference for digital DIY but also to provide the human ‘safety net' alongside, ...
Artificial Intelligence (AI) creates enormous opportunities for financial advisers however detailed due diligence is ...
CEO and chief ombudsman Abby Thomas is stepping down. Thomas took on the role in October 2022. The FOS confirmed that interim ...
The Financial Conduct Authority (FCA) has reaffirmed its commitment to narrowing the financial advice gap, with head of ...
The financial advice industry has moved from a sales-driven profession to one that prioritises client experience, inclusivity ...
The Financial Ombudsman Service (FOS) will be making a proposal to charge professional representatives £250 to refer a case to its service from 1 April 2025.
Advice firm Almond Financial has recently adopted a four-day working week and has urged the industry to do the same.
Brendan Llewellyn delves into a Davies Marsh report on the working lives of BDMs, a role that he describes as the lynchpin ...
St James’s Place (SJP) has partnered with Dynamic Planner to make its risk profiling tool available for its advisers and ...
The Lords’ Financial Services Regulation Committee (FSRC) has called on the Financial Conduct Authority (FCA) not to proceed ...
Some 80% of advice businesses saw turnover increase last year and more than two-thirds predict higher profits in 2025, ...