True Potential Wealth Management (True Potential WM) has reported an operating loss of £243.3m for 2024 compared to operating profit of £9.9m the previous year due to “significant” exceptional costs ...
Revolut Trading, the investment arm of Revolut, has been granted permission to offer customers more complex financial instruments by the Financial Conduct Authority and is considering the launch of a ...
Following a year of record entries, huge congratulations to each and every individual and firm who have made the very competitive shortlist across our adviser categories for this year. The PA Awards ...
Provider Nucleus will be merging its Nucleus Wrap, James Hay Online and Curtis Banks services under one unified platform, starting with James Hay. The updated ‘Nucleus Platform' will see its retail ...
The Financial Services Compensation Scheme (FSCS) has declared Kapwealth, formerly Titan Investment Partners, in default over ...
Titan Wealth is to acquire Plymouth-based Sound Financial Management (Sound Financial), adding £600m in assets under advice (AUA). The deal - which sees the financial planning and advisory business ...
The Investing and Saving Alliance CEO Carol Knight will step down in August after four years in the role. Knight is expected ...
The Upper Tribunal has upheld the Financial Conduct Authority’s (FCA's) decisions to fine and ban former financial adviser Stephen Burdett and fund manager James Goodchild from working in financial ...
In this month’s Our Sector column, a space for trade and professional bodies engaging with the advice profession and the ...
Professional Adviser is delighted to unveil the long list of more than 1,150 women nominated across all the categories in the 2026 Women in Financial Advice Awards.
Timeline has launched Pennee, an artificial intelligence assistant designed specifically for financial advisers, marking what ...
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