Mutual provider Royal London has launched its Targeted Support ISA service to mobile app customers from today.
The FCA’s Mills Review is asking the right questions about AI – that is questions about agentic systems, algorithmic bias and market concentration but for those of us on the frontline of Financial Planning, there’s a more immediate problem that risks getting lost in the debate about 2030, writes Aventur CEO Stacey Body.
Financial Planners and advisers increasingly view platforms and MPS not as separate choices, but as a single operating system for delivering advice.
Almost two-thirds of wealth management and financial advice firms (63%) do not currently plan to offer Targeted Support.
Pension professionals are concerned about the industry’s capacity to handle Pensions Dashboards queries.
Pensions administrator Aptia has acquired Pension Decision Service from Mercer for an undisclosed amount.
Financial adviser HDH Investment Services Limited (HDH) has entered Creditors’ Voluntary Liquidation three months after the FCA intervened over concerns the company may have given unsuitable advice to some clients, potentially resulting in financial loss.
The FSCS has declared Yorkshire adviser firm Barfield Associates Limited (FRN: 116531) in default after receiving two claims, both relating to pensions advice.
More than 99% of Schroders shareholders have voted this week in favour of a £9.9bn takeover of the company by US investment house Nuveen.
Over half (54%) of over-55s who have given a financial gift in the last seven years have failed to keep a record of it, according to new research.
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