The Financial Conduct Authority (FCA) has found that many firms stopped offering defined benefit (DB) transfer advice after it made various interventions in 2020.
Nucleus’ acquisition of Third Financial was the biggest advisory industry deal by assets under management (AUM) last year, Professional Adviser data revealed.
Artificial intelligence (AI) is not putting paraplanner roles at risk, but paraplanners need to upskill to survive in this industry, Chesterton House Financial Planning Programme manager of operations ...