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Advisers WILL be replaced by generative AI/ChatGPT but not those that embrace it says AdviceBridge
So, how will generative AI impact wealth management? Some have sighted research from reputable consultancies whilst others have…
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Dynamic Planner launches Financial Wellbeing Questionnaire to meet requirements of Consumer Duty
Dynamic Planner is set to launch a Financial Wellbeing Questionnaire on Friday 16th June. It has been designed to…
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Two-thirds of lenders admit they’re yet to fully review the new Consumer Duty regulations despite rapidly approaching deadline
With less than two months to go before the new Consumer Duty deadline, two-thirds (65%) of UK lenders…
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New tax year resolutions: A year-long commitment
Sarah Wakefield, Business development Manager, Oxford Capital explains why tax advantaged investments are best used all year round.…
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Labour repeats call to reverse LTA abolishment and introduce targeted carve-out exclusively for NHS doctors
Rachel Vahey, AJ Bell head of policy development comments on Labours call to reverse LTA abolishment. She said:…
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Impact Investing Academy’s ‘Agents of Change’ event proves to be engaging and insightful
This week saw the Impact Investing Academy travel to Bristol for their ‘Agents of Change’ event that showcased…
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Readying for Consumer Duty: How do tax-efficient investments fit into the big picture?
Register now >> For professional advisers and paraplanners only. Not to be relied upon by retail investors. Article…
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Wealth Club launches new investment range, powered by Seccl
Seccl, the Octopus-owned embedded investment platform, is supporting the launch of a new investment range for Wealth Club,…
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Praetura launches venture capital trust and appoints former Puma Investments COO at new Praetura Investments division
Manchester-based venture capital investor and small business lender Praetura has launched a new venture capital trust, Praetura Growth…
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25 years of the £2 coin: worth half its value to UK consumers since circulation
On the 25th anniversary of the circulation of the bimetal £2 coin in the UK, new analysis from M&G’s…
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