Retail investors may not entirely grasp the implications of investing in private markets, members of the House of Lords have ...

When it comes to compliance, seeing what happened should include seeing how it happened, and when, writes David Clee ...

Managed portfolio service (MPS) provider Ebi has made several board appointments to up its compliance and governance ...

More than half (59%) of financial advisers have seen clients negatively affected after following poor or unregulated ...

Professional Adviser warmly invites financial planners, providers, firms and specialists from across the industry to submit ...

Plannr has integrated anti-money laundering (AML) checks into its platform through a partnership with compliance tech ...

Most financial advisers are not adding younger clients to their books as do-it-yourself (DIY) or robo-advice remains that ...

SimplyBiz has rolled out a suite of resources to help financial advice firms respond to the Financial Conduct Authority’s ...

The Finli Group has acquired six more financial advice firms, taking its total number of acquisitions to 51 and further ...

Louis Williams explores the differences between financial and emotional resilience and explains what it means in practice for ...

Chase de Vere, the national firm of IFAs, has posted a 13.6% rise in revenue to £118.6m in 2024. In its annual report & ...

Former UK prime minister Rishi Sunak has joined investment banking giant Goldman Sachs, his first major publicly disclosed ...