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Opinion
Professional Adviser
13 小时
Opinion
What to expect from the FCA on financial crime in 2025
Lawyer Daren Allen explores the latest trends in financial crime and highlights what the FCA is doing about it... Enforcement ...
Professional Adviser
15 小时
Tough but manageable: The advice PII market in 2025
Sam Barker explains why are PII premiums so high, what constitutes a reasonable price and which exclusions IFAs need to look ...
Professional Adviser
16 小时
Acquisitions rise in 2024 as 'smaller IFA firms exit market'
There was a notable increase in acquisitions among IFA firms in 2024, with 9% of firms having acquired other businesses as of ...
Professional Adviser
18 小时
FOS upholds complaint against Options Pensions over SIPP due diligence failure
The Financial Ombudsman Service (FOS) has upheld a complaint against troubled self-invested personal pension (SIPP) provider Options UK Personal Pensions – formerly Carey Pensions - over due diligence ...
Professional Adviser
19 小时
'A marathon not a sprint': Frankie Smith on her first year running an advice business
As IFA Frankie Smith’s business approaches its first anniversary, the entrepreneur sat down with Professional Adviser to ...
Professional Adviser
19 小时
Transact to streamline adviser fee reconciliation with CURO integration
Transact aims to improve efficiency for financial advisers by automating the reconciliation of client fees with its updated ...
Professional Adviser
1 天
Saba Capital defeated at Baillie Gifford US Growth and Keystone meetings
US activist hedge fund Saba Capital has been defeated in two general meetings at a pair of Baillie Gifford investment trusts ...
Professional Adviser
1 天
Advisers face growing pressure to justify platform switches - The Lang Cat
The Lang Cat will support financial advisers in evidencing platform switches for their clients with an update to its Analyser ...
Professional Adviser
1 天
The Lang Cat: Advisers face growing pressure to justify platform switches
The Lang Cat will support financial advisers in evidencing platform switches for their clients with an update to its Analyser ...
Professional Adviser
1 天
Financial advisers neglecting cybersecurity at their own risk
Financial advisers are failing to prioritise cybersecurity despite the growing sophistication of cyber threats, according to ...
Professional Adviser
1 天
Trump's realised tariff threats sends markets and currencies into a tailspin
US president Donald Trump has come through on his campaign promises and slapped a wider range of tariffs on his country’s ...
Professional Adviser
1 天
P1 CEO James Priday on 'all-in-one' portal launch
Financial advisers are increasingly looking for technology solutions that streamline client servicing and P1 Investment ...
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