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.

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 ...

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.

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

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

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 ...

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

As his business RSMR reaches its 20th anniversary, Ken Rayner looks back over the last two decades in financial ...

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