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opinion

Survival of the fittest: Certification regime under the spotlight

Regulation

Survival of the fittest: Certification regime under the spotlight

Has been described as overly complicated and prescriptive

clock 06 January 2025 • 5 min read
Used well, generative AI can benefit the advice relationship

Technology

Used well, generative AI can benefit the advice relationship

'Don't be shy about telling clients how they're benefitting from your use of AI'

clock 06 January 2025 • 4 min read
Overseas pension transfers: How recent rule changes impact recent and future advice

Pensions

Overseas pension transfers: How recent rule changes impact recent and future advice

Daniel Bosiacki looks at recent rule changes that affect overseas pension transfer advice...

clock 06 January 2025 • 3 min read
Legal insight: Understanding debt for equity swaps

Your Business

Legal insight: Understanding debt for equity swaps

A DFES reduces debt burden to improve a firm's balance sheet and cash flow

clock 06 January 2025 • 4 min read
Four potential 'black swans' for 2025

Economics / Markets

Four potential 'black swans' for 2025

'Four unlikely but nonetheless plausible scenarios'

clock 03 January 2025 • 4 min read
Andrew Goodwin: Why 2024 served up a familiar investment lesson

Your profession

Andrew Goodwin: Why 2024 served up a familiar investment lesson

Further twists and turns no doubt await in 2025

clock 03 January 2025 • 4 min read
Taking control: 2025 New Year's resolutions for advisers

Your profession

Taking control: 2025 New Year's resolutions for advisers

'The trouble with resolutions is you’re supposed to keep them'

clock 02 January 2025 • 3 min read
Darius McDermott: What will be the biggest story of 2025?

Investment

Darius McDermott: What will be the biggest story of 2025?

'There is a lot to watch in the year ahead'

clock 02 January 2025 • 6 min read
Filling the gaps: Taking a holistic approach under Consumer Duty

Consumer Duty

Filling the gaps: Taking a holistic approach under Consumer Duty

Gaps, Price and Value, CIP/CRP

clock 02 January 2025 • 4 min read
Exploring pensions outsourcing as a route to unlocking efficiencies

Pensions

Exploring pensions outsourcing as a route to unlocking efficiencies

'Unlocks the potential for iterative improvement'

clock 24 December 2024 • 7 min read
345
Most read
01

Brooks Macdonald completes Lift buy

03 February 2025 • 2 min read
02

Investment trusts: What the Saba saga means for advisers

03 February 2025 • 4 min read
03

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Why the Lifetime ISA should not be scrapped

03 February 2025 • 4 min read
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