Business & Development
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Advisers expect platform consolidation to accelerate as competition dynamics evolve
Rising levels of platform consolidation are prompting closer scrutiny of competition, market structure and long-term client outcomes among financial advisers, according to…
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Vanguard receives FCA permission to offer targeted support, will launch a new service aimed at first time investors
Vanguard is delighted to announce it has received permission from the Financial Conduct Authority (FCA) to offer Targeted Support. Using the permissions,…
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New tax year opens the door for stronger client engagement | Rosemount Financial Solutions
The start of a new tax year is more than just a reset of allowances and thresholds; it presents a valuable opportunity…
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Royal London launches targeted support service
Royal London, the UK’s largest mutual life, pensions and investment provider, announces the launch of its Targeted Support ISA service. This new digital…
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L&G appoints Nigel Drury as Chief Risk Officer for Asset Management, subject to regulatory approval
L&G has today announced the appointment of Nigel Drury, subject to regulatory approval, as the new Asset Management Chief Risk Officer (“CRO”).…
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Advisers treat platform and MPS as one system, not two decisions, research finds – Morningstar Wealth and the lang cat
Morningstar Wealth, in collaboration with the lang cat, has published new research exploring how effectively platforms and MPS work together, and why…
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Battle of the business models | targeted support vs AI
As AI continues to reshape how consumers discover, compare and make financial decisions, traditional advice and guidance models are facing increasing pressure…
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The secret to financial peace of mind? New research from Unbiased reveals 85% of people feel more confident after getting advice
New research from Unbiased highlights the tangible and intangible value of financial advice, with three in four consumers satisfied with the benefits…
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Unlocking liquidity: what advisers should know about asset-based lending
As borrowing conditions tighten and traditional lending becomes more constrained, advisers are increasingly seeing clients explore alternative ways to access liquidity. For…
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Securing the UK’s future in the modern age: UK invests £500m in British AI with launch of Sovereign AI
The Department for Science, Innovation & Technology has revealed that later tonight, on Thursday 16th April, the Technology Secretary will officially launch…
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