Pension transfers are perceived as still taking too long, new research has found. iPipeline's September 2024 survey of nearly ...

As long as a firm is doing this properly, does being restricted or independent really matter any more? It's safe to say the ...

The Financial Conduct Authority (FCA) has sought to ease concerns regarding its enforcement investigations following industry ...

Congratulations to all the businesses that have made the very competitive Adviser Firm of the Year shortlist for 2025. You ...

This latest development means financial advisers can gain greater access to the data they have stored within their Xplan ...

News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance ...

Advisers believe that pension transfers are still taking too long, new research has found. iPipeline's September 2024 survey found that pension transfers are still taking too long, according to the ...

Technology provider AdvisoryAI has launched a mobile app designed specifically for financial advisers to help them record face-to-face meetings more efficiently.

Platform service has worsened over the last year as the cost of living crisis leads to an increased number of clients transferring their assets, according to The Lang Cat CEO Mark Polson.

The Financial Conduct Authority (FCA) has published a consultation paper looking into the transfer of the MiFID ...

Square Mile chief executive Richard Romer-Lee talks with J.P. Morgan Asset Management CEO Patrick Thomson about his career ...

Three-quarters (72%) of financial advisers are offboarding more clients than usual, according to a NextWealth report.