Oct 7, 2024 · True Potential has announced Tesco Bank CEO Gerry Mallon as its new chief executive officer. He will replace the platform investment firm's co-founder and CEO Daniel Harrison, who announced last ...

Jan 3, 2025 · We’ve heard a lot about AI in 2024 and it will continue to dominate event agendas in 2025, but I predict any real step change in adviser automation won’t pull through in 2025.

Dec 16, 2024 · Dan Cooper – Illustration by Dan Murrell. The introduction of the Consumer Duty transformed the landscape for regulation in 2023, but it’s fair to say 2024 was the year that changed it forever.

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Dec 2, 2024 · Skerritts has rebranded to Shackleton and has bought four more financial-advice businesses. This brings the number of deals completed to 15 since private-equity firm Sovereign Capital Partners ...

Dec 31, 2024 · The weakness can partly be explained because higher interest rates resulted in greater demand for bonds, so competition for investors’ capital has been fierce.

Jan 2, 2025 · Nevertheless, there was a spot of good news more recently. Calastone data for November shows funds investing in UK equities saw net inflows for the first time since May 2021, with £317m added to ...

Oct 29, 2024 · Advisers are servicing more clients than ever. Since 2016, the adviser population has grown by a modest 9%, while the number of ongoing clients has surged by over 60%.

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Dec 19, 2024 · Lois Vallely – Illustration by Dan Murrell. Advice firms have had a lot to contend with in 2024: a deluge of regulation, a change of government leading to uncertainty over financial policy and ...