Financial advisers could soon see a major shift in how they deliver client services and manage regulatory duties, thanks to ...

Professional Adviser is delighted to unveil the long list of more than 1,000 women and 33 companies nominated across all the ...

Technology platform Seccl’s David Ferguson has been promoted to the new full-time role of executive chair, stepping away from ...

Adviser satisfaction with their platform has reached a “record high” but they have called for greater integration of systems, ...

More than two-thirds of UK investment platforms are failing to provide advisers with adequate capital gains tax (CGT) ...

Evelyn Partners has launched its Index MPS (managed portfolio service) into the UK financial adviser market. The range was ...

Investment trusts which fail to differentiate themselves from an OEIC and do not pull the levers closed-ended products have ...

The enormous merit of explaining things in a straightforward manner is still routinely disregarded in almost every walk of ...

The government should support reform of regulation, innovation in compliance, tax policy stability and financial literacy if it wants to fully unlock the potential of financial services and, in turn, ...

It is important that the advice industry does not “lose good advice firms through lack of support,” head of The Verve Foundation Hayley Rabbets has told Professional Adviser.

Almost three-quarters of UK adults do not understand how inheritance tax (IHT) works, according to Schroders Personal Wealth ...

Aveni has today (19 May) released the first version of its domain-specific large language model (LLM) FinLLM, designed ...