FCA consults on targeted support for pensions to help close …
Dec 11, 2024 · The regulator said free targeted support would help millions of savers make better decisions about their pensions. The consultation, Advice Guidance Boundary Review – proposed targeted support ...
AR principal firm fee change 'introduces uncertainty'
Dec 4, 2024 · The watchdog introduced the flat fee for principal firms in 2021/22. It was initially set at £250 per AR and £75 per introducer AR (IAR). Since 2023, the FCA increased fees so the flat fee ...
PA Awards 2025: Adviser Firm of the Year shortlists revealed!
Nov 28, 2024 · Congratulations to all the businesses that have made the very competitive Adviser Firm of the Year shortlist for 2025. You can now book your place to join us at the awards on 19 March at The ...
The state of financial vulnerability in 2024 and what 2025 holds
Dec 20, 2024 · In this article, Richard Farr looks back on some of the progress that has been made on financial vulnerability this year, and shares some thoughts on what 2025 may bring...
PA Awards 2025: Adviser category shortlists revealed!
Nov 26, 2024 · Here they are. The first set of shortlists for the 2025 Professional Adviser Awards…
Simon Rogerson: Failure is not an option - or is it?
Dec 6, 2024 · Failure is not an option. This is a line from the film Apollo 13. It came from a meeting the scriptwriters had with a guy called Jerry Bostick. Jerry was the flight controller working in NASA at ...
SJP at a crossroads: Can CEO FitzPatrick reinvent the wealth giant …
Dec 17, 2024 · When Mark FitzPatrick officially took the reins as CEO of St James’s Place (SJP) last year, he inherited a group at a crossroads. SJP faced a critical moment: could it convincingly reinvent ...
Half of advisers worry a platform could fail in next three years
Dec 6, 2024 · Platform financial strength is a growing priority for advisers, according to the latest Scottish Widows Investor Confidence Barometer. In its annual survey, Scottish Widows asked 200 advisers what ...
All the advice firm acquisitions that have taken place in 2025
3 days ago · With consolidation continuing across the industry at rapid speeds, Professional Adviser is working on a rolling list of all the acquisitions and deals that have been agreed over the year…
Advisers must focus on long-term goals ahead of 2025 market …
Dec 17, 2024 · For clients feeling uncertain going into 2025, advisers should focus on their long-term financial goals rather than short-term market fluctuations, according to Morningstar Wealth.