PFS Conference 2024: AI should augment not replace human …
Nov 14, 2024 · Speaking at the Personal Finance Society conference in Manchester on 12 November, Altus Consulting platforms consulting director Amira Norris said forward-thinking IFAs would technology to augment ...
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FCA to consult on pensions targeted support from December
Nov 15, 2024 · The consultation will begin in December, with a focus on pension-related support and how the FCA plans to address the advice gap. In a statement today (November 15), the FCA outlined the feedback ...
Women in Financial Advice Awards 2024: All the winners revealed!
Nov 7, 2024 · It was a great night for Amira Norris (pictured below) who took home the Outstanding Contribution to the Profession award at the glittering ceremony and gala dinner hosted by comedian Zoe Lyons ...
Chancellor targets FOS modernisation and FCA consultation
Nov 14, 2024 · Rachel Reeves is set to modernise the Financial Ombudsman Service (FOS) framework and announce a Financial Conduct Authority (FCA) consultation in a bid to drive financial services growth.
Advice firms only spending 35% of time on client meetings
Nov 18, 2024 · Advice firms are spending 65% of their time on business, compliance, and staff development needs and only 35% on client meetings, regtech business Model Office has found.
65 years in advice: John Lamb Hill Oldridge's major milestone
Nov 18, 2024 · The John Lamb business is 65 years old, I have been working for it for 46 of those years and the changes at every level have been significant in terms of the business, in terms of how we do ...
PFS Conference 2024: 'Augmented advice' will give clients best of …
Nov 12, 2024 · Speaking at the Personal Finance Society (PFS) conference today (12 November) in Manchester, Bates said clients wanted a "best of both worlds" but that was yet to be seen in practice.
IFAs and clients 'misaligned' on value of financial advice
Nov 19, 2024 · There is a disconnect between financial advisers’ perceptions of what clients value and the priorities consumers themselves identify when accessing financial advice, according to Royal London.
FCA funding a perennial 'issue' - professionaladviser.com
Dec 5, 2024 · Speaking at the law firm's enforcement and investigations roundtable today (5 December) Macfarlanes partner Matt McCahearty said that for the FCA to become a "word class regulator", it needs ...